JNBA Financial Advisors’s NuScale Power SMR Stock Holding History

JNBA Financial Advisors’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	$4.01K	Hold	400	–	–	﹤0.01%	646
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

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JNBA Financial Advisors's SMR Position: Q2 2026 in Review

JNBA Financial Advisors held its NuScale Power (SMR) position steady in Q2 2026 at 400 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

JNBA Financial Advisors first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

JNBA Financial Advisors held 400 shares of NuScale Power worth $4.01K as of Q2 2026.
JNBA Financial Advisors left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #646 holding.
JNBA Financial Advisors first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
JNBA Financial Advisors's NuScale Power position peaked at $15.8K in Q2 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.