KWM
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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B 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 $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's SMR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its NuScale Power (SMR) stake by 24% in Q1 2026, selling an estimated $55K and leaving 11,673 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Kingsview Wealth Management first reported a position in SMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $217K in Q4 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Kingsview Wealth Management held 11,673 shares of NuScale Power worth $127K as of Q1 2026.
  • Kingsview Wealth Management sold 3,612 NuScale Power shares in Q1 2026, an estimated $55K.
  • NuScale Power made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1285 holding.
  • Kingsview Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 2 quarters since.
  • Kingsview Wealth Management's NuScale Power position peaked at $217K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.