Kaizen Financial Strategies’s NuScale Power SMR Stock Holding History

Kaizen Financial Strategies’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	$137K	Sell	13,458 -2,404	-15%	-$27.1K	0.04%	174
2026 Q1	$181K	Buy	15,862 +687	+5%	+$10.5K	0.08%	169
2025 Q4	$215K	Sell	15,175 -3,440	-18%	-$98.4K	0.09%	153
2025 Q3	$604K	Buy	18,615 +2,974	+19%	+$119K	0.27%	69
2025 Q2	$619K	Buy	15,641 +1,200	+8%	+$30.1K	0.31%	64
2025 Q1	$204K	Buy	+14,441	New	+$292K	0.12%	132

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Kaizen Financial Strategies's SMR Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its NuScale Power (SMR) stake by 15% in Q2 2026, selling an estimated $27.1K and leaving 13,458 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #174.

Kaizen Financial Strategies first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $619K in Q2 2025. 173 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Kaizen Financial Strategies held 13,458 shares of NuScale Power worth $137K as of Q2 2026.
Kaizen Financial Strategies sold 2,404 NuScale Power shares in Q2 2026, an estimated $27.1K.
NuScale Power made up 0.04% of Kaizen Financial Strategies's portfolio in Q2 2026, its #174 holding.
Kaizen Financial Strategies first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
Kaizen Financial Strategies's NuScale Power position peaked at $619K in Q2 2025.
173 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.