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Innovative Advisory Group, LLC’s NuScale Power SMR Stock Holding History

Innovative Advisory Group, LLC’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
Q4 		– Sell
-1,500
Closed -$54K – 265
2025
Q3 		$54K Buy
+1,500
New +$59.8K 0.03% 70

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Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
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Innovative Advisory Group, LLC's SMR Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 1,500 shares — an estimated $54K sold.

Innovative Advisory Group, LLC first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $54K in Q3 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,500 NuScale Power shares in Q4 2025, an estimated $54K.
  • Innovative Advisory Group, LLC first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's NuScale Power position peaked at $54K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.