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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$990K Sell
25,029
-2,552
-9% -$101K 0.08% 231
2025
Q1
$391K Buy
27,581
+1,119
+4% +$15.8K 0.03% 487
2024
Q4
$474K Buy
+26,462
New +$474K 0.03% 462