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 Q3	$55.9K	Sell	7,074 -218	-3%	-$1.96K	﹤0.01%	2328
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%	-$9.8K	﹤0.01%	2545
2024 Q3	$11.6K	Buy	+1,000	New	+$10.2K	﹤0.01%	2363

Other funds holding SMR

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

RIA

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

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

IFP Advisors's SMR Position: Q3 2026 in Review

IFP Advisors reduced its NuScale Power (SMR) stake by 3% in Q3 2026, selling an estimated $1.96K and leaving 7,074 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

IFP Advisors first reported a position in SMR in Q3 2024 and has held it in 9 quarters since. The position peaked at $143K in Q3 2025. 139 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

IFP Advisors held 7,074 shares of NuScale Power worth $55.9K as of Q3 2026.
IFP Advisors sold 218 NuScale Power shares in Q3 2026, an estimated $1.96K.
NuScale Power made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2328 holding.
IFP Advisors first reported a position in NuScale Power in Q3 2024 and has held it in 9 quarters since.
IFP Advisors's NuScale Power position peaked at $143K in Q3 2025.
139 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.