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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s NuScale Power SMR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-210
Closed -$7.56K – 596
2025
Q3 		$7.56K Buy
+210
New +$8.37K ﹤0.01% 420

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CS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SMR Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 210 shares — an estimated $7.56K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $7.56K in Q3 2025. 460 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 210 NuScale Power shares in Q4 2025, an estimated $7.56K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NuScale Power position peaked at $7.56K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.