Lauer Wealth’s NuScale Power SMR Stock Holding History

Lauer Wealth’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 Q3	$184K	Buy	+25,130	New	+$226K	0.11%	87
2026 Q2	–	Sell	-11,420	Closed	-$129K	–	90
2026 Q1	$113K	Buy	11,420 +32	+0.3%	+$487	0.09%	58
2025 Q4	$224K	Buy	11,388 +2,326	+26%	+$66.5K	0.17%	56
2025 Q3	$484K	Buy	9,062 +955	+12%	+$38.1K	0.35%	37
2025 Q2	$310K	Sell	8,107 -2,518	-24%	-$63.2K	0.26%	36
2025 Q1	$179K	Buy	+10,625	New	+$215K	0.14%	44

Other funds holding SMR

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Lauer Wealth's SMR Position: Q3 2026 in Review

Lauer Wealth opened a new position in NuScale Power (SMR) in Q3 2026: 25,130 shares worth $184K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in SMR as recently as Q1 2026.

Lauer Wealth first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $484K in Q3 2025. 101 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Lauer Wealth held 25,130 shares of NuScale Power worth $184K as of Q3 2026.
NuScale Power was a new Lauer Wealth position in Q3 2026.
NuScale Power made up 0.11% of Lauer Wealth's portfolio in Q3 2026, its #87 holding.
Lauer Wealth first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
Lauer Wealth's NuScale Power position peaked at $484K in Q3 2025.
101 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.