KWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.4M Sell
35,386
-900
-2% -$35.6K 0.11% 197
2025
Q1 		$514K Buy
36,286
+21,507
+146% +$305K 0.05% 387
2024
Q4 		$265K Buy
+14,779
New +$265K 0.02% 652