IA
SMR icon

IFP Advisors’s NuScale Power SMR Stock Holding History

IFP 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 		$73.1K Sell
7,292
-4,028
-36% -$45.4K ﹤0.01% 2175
2026
Q1 		$123K Buy
11,320
+3,728
+49% +$56.7K ﹤0.01% 1700
2025
Q4 		$108K Buy
7,592
+3,608
+91% +$103K ﹤0.01% 1745
2025
Q3 		$143K Buy
3,984
+2,239
+128% +$89.2K ﹤0.01% 1462
2025
Q2 		$93.6K Buy
1,745
+624
+56% +$15.7K ﹤0.01% 1678
2025
Q1 		$15.9K Buy
1,121
+595
+113% +$12K ﹤0.01% 2389
2024
Q4 		$9.43K Sell
526
-474
-47% -$9.78K ﹤0.01% 2545
2024
Q3 		$11.6K Buy
+1,000
New +$10.2K ﹤0.01% 2363

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's SMR Position: Q2 2026 in Review

IFP Advisors reduced its NuScale Power (SMR) stake by 36% in Q2 2026, selling an estimated $45.4K and leaving 7,292 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

IFP Advisors first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $143K in Q3 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • IFP Advisors held 7,292 shares of NuScale Power worth $73.1K as of Q2 2026.
  • IFP Advisors sold 4,028 NuScale Power shares in Q2 2026, an estimated $45.4K.
  • NuScale Power made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2175 holding.
  • IFP Advisors first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's NuScale Power position peaked at $143K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.