HighTower Advisors’s NuScale Power SMR Stock Holding History

HighTower 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 Q3	$452K	Sell	57,237 -2,723	-5%	-$24.5K	﹤0.01%	2835
2026 Q2	$601K	Sell	59,960 -2,197	-4%	-$24.8K	﹤0.01%	2594
2026 Q1	$674K	Sell	62,157 -7,770	-11%	-$118K	﹤0.01%	2474
2025 Q4	$991K	Buy	69,927 +3,818	+6%	+$109K	﹤0.01%	2122
2025 Q3	$2.38M	Buy	66,109 +16,629	+34%	+$663K	﹤0.01%	1533
2025 Q2	$1.96M	Buy	49,480 +6,023	+14%	+$151K	﹤0.01%	1578
2025 Q1	$615K	Buy	43,457 +25,174	+138%	+$509K	﹤0.01%	2300
2024 Q4	$328K	Buy	18,283 +6,175	+51%	+$127K	﹤0.01%	2824
2024 Q3	$140K	Buy	12,108 +820	+7%	+$8.36K	﹤0.01%	3233
2024 Q2	$132K	Buy	+11,288	New	+$80.4K	﹤0.01%	3141

Other funds holding SMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

HighTower Advisors's SMR Position: Q3 2026 in Review

HighTower Advisors reduced its NuScale Power (SMR) stake by 4.5% in Q3 2026, selling an estimated $24.5K and leaving 57,237 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

HighTower Advisors first reported a position in SMR in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2025. 286 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

HighTower Advisors held 57,237 shares of NuScale Power worth $452K as of Q3 2026.
HighTower Advisors sold 2,723 NuScale Power shares in Q3 2026, an estimated $24.5K.
NuScale Power made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2835 holding.
HighTower Advisors first reported a position in NuScale Power in Q2 2024 and has held it in 10 quarters since.
HighTower Advisors's NuScale Power position peaked at $2.38M in Q3 2025.
286 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.