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 Q3	$1.15M	Sell	145,161 -11,691	-7%	-$105K	﹤0.01%	1859
2026 Q2	$1.57M	Buy	156,852 +41,807	+36%	+$472K	0.01%	1501
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's SMR Position: Q3 2026 in Review

Kestra Advisory Services reduced its NuScale Power (SMR) stake by 7.5% in Q3 2026, selling an estimated $105K and leaving 145,161 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Kestra Advisory Services first reported a position in SMR in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.89M in Q2 2025. 260 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Kestra Advisory Services held 145,161 shares of NuScale Power worth $1.15M as of Q3 2026.
Kestra Advisory Services sold 11,691 NuScale Power shares in Q3 2026, an estimated $105K.
NuScale Power made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1859 holding.
Kestra Advisory Services first reported a position in NuScale Power in Q2 2024 and has held it in 10 quarters since.
Kestra Advisory Services's NuScale Power position peaked at $3.89M in Q2 2025.
260 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.