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Financial Advocates Investment Management’s NuScale Power SMR Stock Holding History

Financial Advocates Investment Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,029
Closed -$990K – 507
2025
Q2 		$990K Sell
25,029
-2,552
-9% -$64K 0.08% 231
2025
Q1 		$391K Buy
27,581
+1,119
+4% +$22.6K 0.03% 490
2024
Q4 		$474K Buy
+26,462
New +$546K 0.03% 463

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's SMR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 25,029 shares — an estimated $990K sold.

Financial Advocates Investment Management first reported a position in SMR in Q4 2024 and held it in 3 quarters. The position peaked at $990K in Q2 2025. 474 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 25,029 NuScale Power shares in Q3 2025, an estimated $990K.
  • Financial Advocates Investment Management first reported a position in NuScale Power in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's NuScale Power position peaked at $990K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.