KAS
SMR icon

Kestra Advisory Services’s NuScale Power SMR Stock Holding History

Kestra Advisory Services’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
Q1 		$1.25M Buy
115,045
+57,115
+99% +$869K ﹤0.01% 1577
2025
Q4 		$821K Sell
57,930
-37,930
-40% -$1.08M ﹤0.01% 1795
2025
Q3 		$3.45M Sell
95,860
-2,418
-2% -$96.4K 0.02% 879
2025
Q2 		$3.89M Buy
98,278
+23,692
+32% +$595K 0.02% 754
2025
Q1 		$1.06M Buy
74,586
+5,525
+8% +$112K 0.01% 1366
2024
Q4 		$1.24M Buy
69,061
+25,682
+59% +$530K 0.01% 1271
2024
Q3 		$502K Buy
43,379
+6,305
+17% +$64.3K ﹤0.01% 1759
2024
Q2 		$433K Buy
+37,074
New +$264K ﹤0.01% 1871

Other funds holding SMR

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Mirae Asset Global ETFs Holdings
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return