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
Q2
$7.56K Buy
754
+729
+2,916% +$8.22K ﹤0.01% 1901
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: Q2 2026 in Review

IFG Advisory increased its NuScale Power (SMR) stake by 2,916% in Q2 2026, buying an estimated $8.22K and bringing the position to 754 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

IFG Advisory first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $213K in Q2 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • IFG Advisory held 754 shares of NuScale Power worth $7.56K as of Q2 2026.
  • IFG Advisory bought 729 NuScale Power shares in Q2 2026, an estimated $8.22K.
  • NuScale Power made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1901 holding.
  • IFG Advisory first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • IFG Advisory's NuScale Power position peaked at $213K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.