IFG Advisory’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$271 Buy
+25
New +$380 ﹤0.01% 328
2025
Q3
Sell
-5,375
Closed -$213K 792
2025
Q2
$213K Buy
+5,375
New +$135K 0.01% 704

Other funds holding SMR

IFG Advisory's SMR Position: Q1 2026 in Review

IFG Advisory opened a new position in NuScale Power (SMR) in Q1 2026: 25 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SMR as recently as Q2 2025.

IFG Advisory first reported a position in SMR in Q2 2025 and has held it in 2 quarters since. The position peaked at $213K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • IFG Advisory held 25 shares of NuScale Power worth $271 as of Q1 2026.
  • NuScale Power was a new IFG Advisory position in Q1 2026.
  • NuScale Power made up ﹤0.01% of IFG Advisory's portfolio in Q1 2026, its #328 holding.
  • IFG Advisory first reported a position in NuScale Power in Q2 2025 and has held it in 2 quarters since.
  • IFG Advisory's NuScale Power position peaked at $213K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.