Independent Advisor Alliance’s NuScale Power SMR Stock Holding History

Independent Advisor Alliance’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	$347K	Buy	34,642 +1,574	+5%	+$17.8K	0.01%	785
2026 Q1	$358K	Buy	33,068 +20,234	+158%	+$308K	﹤0.01%	1254
2025 Q4	$182K	Sell	12,834 -23,122	-64%	-$661K	﹤0.01%	944
2025 Q3	$1.29M	Buy	35,956 +22,009	+158%	+$877K	0.03%	383
2025 Q2	$552K	Buy	+13,947	New	+$350K	0.02%	557
2025 Q1	–	Sell	-11,576	Closed	-$208K	–	1281
2024 Q4	$208K	Buy	+11,576	New	+$239K	﹤0.01%	1279

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Advisor Alliance's SMR Position: Q2 2026 in Review

Independent Advisor Alliance increased its NuScale Power (SMR) stake by 4.8% in Q2 2026, buying an estimated $17.8K and bringing the position to 34,642 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #785.

Independent Advisor Alliance first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Independent Advisor Alliance held 34,642 shares of NuScale Power worth $347K as of Q2 2026.
Independent Advisor Alliance bought 1,574 NuScale Power shares in Q2 2026, an estimated $17.8K.
NuScale Power made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #785 holding.
Independent Advisor Alliance first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's NuScale Power position peaked at $1.29M in Q3 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.