HHM Wealth Advisors’s NuScale Power SMR Stock Holding History

HHM Wealth Advisors’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	$4.18K	Hold	417	–	–	﹤0.01%	751
2026 Q1	$4.52K	Hold	417	–	–	﹤0.01%	731
2025 Q4	$5.91K	Hold	417	–	–	﹤0.01%	689
2025 Q3	$15K	Hold	417	–	–	﹤0.01%	559
2025 Q2	$16.5K	Buy	417 +112	+37%	+$2.81K	﹤0.01%	537
2025 Q1	$4.32K	Sell	305 -900	-75%	-$18.2K	﹤0.01%	681
2024 Q4	$21.6K	Buy	1,205 +1,105	+1,105%	+$22.8K	﹤0.01%	491
2024 Q3	$1.16K	Buy	+100	New	+$1.02K	﹤0.01%	727

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HHM Wealth Advisors's SMR Position: Q2 2026 in Review

HHM Wealth Advisors held its NuScale Power (SMR) position steady in Q2 2026 at 417 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

HHM Wealth Advisors first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.6K in Q4 2024. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

HHM Wealth Advisors held 417 shares of NuScale Power worth $4.18K as of Q2 2026.
HHM Wealth Advisors left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #751 holding.
HHM Wealth Advisors first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
HHM Wealth Advisors's NuScale Power position peaked at $21.6K in Q4 2024.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.