New Wave Wealth Advisors’s NuScale Power SMR Stock Holding History

New Wave Wealth Advisors’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
2025 Q1	–	Sell	-700	Closed	-$12.6K	–	584
2024 Q4	$12.6K	Buy	+700	New	+$14.4K	0.01%	330

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Wave Wealth Advisors's SMR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 700 shares — an estimated $12.6K sold.

New Wave Wealth Advisors first reported a position in SMR in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

New Wave Wealth Advisors reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 700 NuScale Power shares in Q1 2025, an estimated $12.6K.
New Wave Wealth Advisors first reported a position in NuScale Power in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's NuScale Power position peaked at $12.6K in Q4 2024.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.