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Independent Financial Group’s NuScale Power SMR Stock Holding History

Independent Financial Group’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
2025
Q3 		– Sell
-7,095
Closed -$281K – 1420
2025
Q2 		$281K Buy
+7,095
New +$178K 0.01% 1060

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Financial Group's SMR Position: Q3 2025 in Review

Independent Financial Group sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 7,095 shares — an estimated $281K sold.

Independent Financial Group first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $281K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Independent Financial Group reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 7,095 NuScale Power shares in Q3 2025, an estimated $281K.
  • Independent Financial Group first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's NuScale Power position peaked at $281K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.