GAMMA Investing’s NuScale Power SMR Stock Holding History

GAMMA Investing’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	$12.5K	Buy	1,251 +462	+59%	+$5.21K	﹤0.01%	3091
2026 Q1	$8.55K	Buy	789 +14	+2%	+$213	﹤0.01%	3150
2025 Q4	$11K	Sell	775 -65	-8%	-$1.86K	﹤0.01%	2934
2025 Q3	$30.2K	Buy	840 +128	+18%	+$5.1K	﹤0.01%	2301
2025 Q2	$28.2K	Sell	712 -373	-34%	-$9.36K	﹤0.01%	2282
2025 Q1	$15.4K	Buy	1,085 +815	+302%	+$16.5K	﹤0.01%	2539
2024 Q4	$4.84K	Buy	270 +80	+42%	+$1.65K	﹤0.01%	2929
2024 Q3	$2.2K	Buy	190 +167	+726%	+$1.7K	﹤0.01%	3043
2024 Q2	$269	Buy	+23	New	+$164	﹤0.01%	3287

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

CIC

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

CAMG

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

CCA

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing's SMR Position: Q2 2026 in Review

GAMMA Investing increased its NuScale Power (SMR) stake by 59% in Q2 2026, buying an estimated $5.21K and bringing the position to 1,251 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

GAMMA Investing first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.2K in Q3 2025. 94 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

GAMMA Investing held 1,251 shares of NuScale Power worth $12.5K as of Q2 2026.
GAMMA Investing bought 462 NuScale Power shares in Q2 2026, an estimated $5.21K.
NuScale Power made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3091 holding.
GAMMA Investing first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
GAMMA Investing's NuScale Power position peaked at $30.2K in Q3 2025.
94 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.