Level Four Advisory Services’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223K Buy
22,246
+4,559
+26% +$51.4K 0.01% 861
2026
Q1
$192K Buy
17,687
+3,059
+21% +$46.5K 0.01% 835
2025
Q4
$207K Buy
+14,628
New +$418K 0.01% 797

Other funds holding SMR

Level Four Advisory Services's SMR Position: Q2 2026 in Review

Level Four Advisory Services increased its NuScale Power (SMR) stake by 26% in Q2 2026, buying an estimated $51.4K and bringing the position to 22,246 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #861.

Level Four Advisory Services first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Level Four Advisory Services held 22,246 shares of NuScale Power worth $223K as of Q2 2026.
  • Level Four Advisory Services bought 4,559 NuScale Power shares in Q2 2026, an estimated $51.4K.
  • NuScale Power made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #861 holding.
  • Level Four Advisory Services first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.