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Kingsview Wealth Management’s NuScale Power SMR Stock Holding History

Kingsview Wealth Management’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 		$224K Buy
22,315
+10,642
+91% +$120K ﹤0.01% 1313
2026
Q1 		$127K Sell
11,673
-3,612
-24% -$55K ﹤0.01% 1285
2025
Q4 		$217K Buy
+15,285
New +$437K ﹤0.01% 1142

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kingsview Wealth Management's SMR Position: Q2 2026 in Review

Kingsview Wealth Management increased its NuScale Power (SMR) stake by 91% in Q2 2026, buying an estimated $120K and bringing the position to 22,315 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Kingsview Wealth Management first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Kingsview Wealth Management held 22,315 shares of NuScale Power worth $224K as of Q2 2026.
  • Kingsview Wealth Management bought 10,642 NuScale Power shares in Q2 2026, an estimated $120K.
  • NuScale Power made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1313 holding.
  • Kingsview Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.