MRA Advisory Group
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MRA Advisory Group’s NuScale Power SMR Stock Holding History

MRA Advisory Group’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 		– Sell
-10,554
Closed -$106K – 175
2026
Q2 		$106K Sell
10,554
-40,802
-79% -$460K 0.04% 154
2026
Q1 		$557K Buy
51,356
+11,454
+29% +$174K 0.23% 65
2025
Q4 		$565K Buy
39,902
+14,551
+57% +$416K 0.24% 62
2025
Q3 		$913K Buy
25,351
+17,315
+215% +$690K 0.4% 39
2025
Q2 		$318K Buy
+8,036
New +$202K 0.15% 94
2025
Q1 		– Sell
-20,799
Closed -$373K – 147
2024
Q4 		$373K Buy
+20,799
New +$429K 0.2% 68

Other funds holding SMR

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

MRA Advisory Group's SMR Position: Q3 2026 in Review

MRA Advisory Group sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 10,554 shares — an estimated $106K sold.

MRA Advisory Group first reported a position in SMR in Q4 2024 and held it in 6 quarters. The position peaked at $913K in Q3 2025. 131 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • MRA Advisory Group reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
  • MRA Advisory Group sold 10,554 NuScale Power shares in Q3 2026, an estimated $106K.
  • MRA Advisory Group first reported a position in NuScale Power in Q4 2024 and held it in 6 quarters.
  • MRA Advisory Group's NuScale Power position peaked at $913K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.