Institute for Wealth Management’s NuScale Power SMR Stock Holding History

Institute for Wealth Management’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	$512	Buy	+51	New	+$575	﹤0.01%	1700

Other funds holding SMR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Institute for Wealth Management's SMR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 51 shares worth $512. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings.

266 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Institute for Wealth Management held 51 shares of NuScale Power worth $512 as of Q2 2026.
NuScale Power was a new Institute for Wealth Management position in Q2 2026.
NuScale Power made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1700 holding.
266 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.