FNY Investment Advisers’s NuScale Power SMR Stock Holding History

FNY Investment Advisers’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
2026 Q2	$5K	Buy	+500	New	+$5.64K	﹤0.01%	682
2025 Q2	–	Sell	-1	Closed	–	–	1173
2025 Q1	$0	Hold	1	–	–	﹤0.01%	965
2024 Q4	$0	Sell	1 -738	-100%	-$15.2K	﹤0.01%	917
2024 Q3	$8K	Buy	+739	New	+$7.54K	﹤0.01%	525
2024 Q2	–	Sell	-1,000	Closed	-$5	–	788
2024 Q1	$5	Buy	+1,000	New	+$3.59K	﹤0.01%	527
2023 Q1	–	Sell	-15,000	Closed	-$153K	–	713
2022 Q4	$153K	Buy	+15,000	New	+$166K	0.21%	100

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

FNY Investment Advisers's SMR Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in NuScale Power (SMR) in Q2 2026: 500 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in SMR as recently as Q1 2025.

FNY Investment Advisers first reported a position in SMR in Q4 2022 and has held it in 6 quarters since. The position peaked at $153K in Q4 2022. 177 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

FNY Investment Advisers held 500 shares of NuScale Power worth $5K as of Q2 2026.
NuScale Power was a new FNY Investment Advisers position in Q2 2026.
NuScale Power made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #682 holding.
FNY Investment Advisers first reported a position in NuScale Power in Q4 2022 and has held it in 6 quarters since.
FNY Investment Advisers's NuScale Power position peaked at $153K in Q4 2022.
177 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.