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Investors Research Corp’s NuScale Power SMR Stock Holding History

Investors Research Corp’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 		$553 Hold
70
– – ﹤0.01% 736
2026
Q2 		$702 Hold
70
– – ﹤0.01% 749
2026
Q1 		$759 Hold
70
– – ﹤0.01% 781
2025
Q4 		$992 Hold
70
– – ﹤0.01% 790
2025
Q3 		$2.52K Hold
70
– – ﹤0.01% 779
2025
Q2 		$2.77K Buy
70
+20
+40% +$502 ﹤0.01% 822
2025
Q1 		$708 Buy
+50
New +$1.01K ﹤0.01% 905

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Investors Research Corp's SMR Position: Q3 2026 in Review

Investors Research Corp held its NuScale Power (SMR) position steady in Q3 2026 at 70 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Investors Research Corp first reported a position in SMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.77K in Q2 2025. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Investors Research Corp held 70 shares of NuScale Power worth $553 as of Q3 2026.
  • Investors Research Corp left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #736 holding.
  • Investors Research Corp first reported a position in NuScale Power in Q1 2025 and has held it in 7 quarters since.
  • Investors Research Corp's NuScale Power position peaked at $2.77K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.