JNBA Financial Advisors’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.34K	Hold	400	–	–	﹤0.01%	614
2025 Q4	$5.67K	Hold	400	–	–	﹤0.01%	561
2025 Q3	$14.4K	Hold	400	–	–	﹤0.01%	444
2025 Q2	$15.8K	Hold	400	–	–	﹤0.01%	421
2025 Q1	$5.66K	Hold	400	–	–	﹤0.01%	528
2024 Q4	$7.17K	Hold	400	–	–	﹤0.01%	489
2024 Q3	$4.63K	Hold	400	–	–	﹤0.01%	558
2024 Q2	$4.68K	Hold	400	–	–	﹤0.01%	529
2024 Q1	$2.12K	Hold	400	–	–	﹤0.01%	600
2023 Q4	$1.32K	Sell	400 -364	-48%	-$1.29K	﹤0.01%	633
2023 Q3	$3.74K	Hold	764	–	–	﹤0.01%	575
2023 Q2	$5.2K	Hold	764	–	–	﹤0.01%	530
2023 Q1	$6.95K	Buy	764 +400	+110%	+$4.01K	﹤0.01%	515
2022 Q4	$3.73K	Buy	+364	New	+$4.03K	﹤0.01%	543