Next Level Wealth Planning’s NuScale Power SMR Stock Holding History

Next Level Wealth Planning’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	$2.05K	Buy	+260	New	+$2.34K	﹤0.01%	460

Other funds holding SMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RIA

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

Next Level Wealth Planning's SMR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in NuScale Power (SMR) in Q3 2026: 260 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

235 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Next Level Wealth Planning held 260 shares of NuScale Power worth $2.05K as of Q3 2026.
NuScale Power was a new Next Level Wealth Planning position in Q3 2026.
NuScale Power made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #460 holding.
235 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.