Kestra Private Wealth Services’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Buy	46,705 +8,932	+24%	+$353K	0.03%	521
2025 Q1	$535K	Buy	37,773 +22,023	+140%	+$312K	0.01%	925
2024 Q4	$282K	Sell	15,750 -800	-5%	-$14.3K	﹤0.01%	1156
2024 Q3	$192K	Buy	16,550 +100	+0.6%	+$1.16K	﹤0.01%	1274
2024 Q2	$192K	Buy	+16,450	New	+$192K	﹤0.01%	1240