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Kingswood Wealth Advisors’s NuScale Power SMR Stock Holding History

Kingswood Wealth Advisors’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 		$232K Sell
23,138
-1,275
-5% -$14.4K 0.01% 897
2026
Q1 		$265K Buy
24,413
+555
+2% +$8.45K 0.01% 765
2025
Q4 		$338K Sell
23,858
-17,367
-42% -$497K 0.02% 638
2025
Q3 		$1.48M Buy
41,225
+5,839
+17% +$233K 0.09% 230
2025
Q2 		$1.4M Sell
35,386
-900
-2% -$22.6K 0.11% 197
2025
Q1 		$514K Buy
36,286
+21,507
+146% +$435K 0.05% 387
2024
Q4 		$265K Buy
+14,779
New +$305K 0.02% 652

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

Kingswood Wealth Advisors's SMR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its NuScale Power (SMR) stake by 5.2% in Q2 2026, selling an estimated $14.4K and leaving 23,138 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #897.

Kingswood Wealth Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Kingswood Wealth Advisors held 23,138 shares of NuScale Power worth $232K as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,275 NuScale Power shares in Q2 2026, an estimated $14.4K.
  • NuScale Power made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #897 holding.
  • Kingswood Wealth Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's NuScale Power position peaked at $1.48M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.