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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lauer Wealth's SMR Position: Q2 2026 in Review

Lauer Wealth sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 11,420 shares — an estimated $129K sold.

Lauer Wealth first reported a position in SMR in Q1 2025 and held it in 5 quarters. The position peaked at $484K in Q3 2025. 119 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Lauer Wealth reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Lauer Wealth sold 11,420 NuScale Power shares in Q2 2026, an estimated $129K.
Lauer Wealth first reported a position in NuScale Power in Q1 2025 and held it in 5 quarters.
Lauer Wealth's NuScale Power position peaked at $484K in Q3 2025.
119 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.