Instrumental Wealth
SMR icon

Instrumental Wealth’s NuScale Power SMR Stock Holding History

Instrumental Wealth’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 		$138K Hold
17,405
– – 0.07% 88
2026
Q2 		$175K Buy
17,405
+42
+0.2% +$474 0.09% 89
2026
Q1 		$188K Hold
17,363
– – 0.12% 71
2025
Q4 		$231K Buy
+17,363
New +$497K 0.14% 61

Other funds holding SMR

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Instrumental Wealth's SMR Position: Q3 2026 in Review

Instrumental Wealth held its NuScale Power (SMR) position steady in Q3 2026 at 17,405 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #88.

Instrumental Wealth first reported a position in SMR in Q4 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 101 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Instrumental Wealth held 17,405 shares of NuScale Power worth $138K as of Q3 2026.
  • Instrumental Wealth left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up 0.07% of Instrumental Wealth's portfolio in Q3 2026, its #88 holding.
  • Instrumental Wealth first reported a position in NuScale Power in Q4 2025 and has held it in 4 quarters since.
  • Instrumental Wealth's NuScale Power position peaked at $231K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.