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Integrated Wealth Concepts’s NuScale Power SMR Stock Holding History

Integrated Wealth Concepts’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 		$658K Buy
65,623
+39,751
+154% +$448K ﹤0.01% 1494
2026
Q1 		$280K Buy
+25,872
New +$394K ﹤0.01% 1901
2025
Q4 		– Sell
-18,897
Closed -$680K – 1988
2025
Q3 		$680K Buy
18,897
+9,591
+103% +$382K 0.01% 1182
2025
Q2 		$368K Sell
9,306
-18,240
-66% -$458K ﹤0.01% 1449
2025
Q1 		$390K Buy
+27,546
New +$557K ﹤0.01% 1266

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's SMR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its NuScale Power (SMR) stake by 154% in Q2 2026, buying an estimated $448K and bringing the position to 65,623 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Integrated Wealth Concepts first reported a position in SMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $680K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Integrated Wealth Concepts held 65,623 shares of NuScale Power worth $658K as of Q2 2026.
  • Integrated Wealth Concepts bought 39,751 NuScale Power shares in Q2 2026, an estimated $448K.
  • NuScale Power made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1494 holding.
  • Integrated Wealth Concepts first reported a position in NuScale Power in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's NuScale Power position peaked at $680K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.