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Optimum Investment Advisors’s NuScale Power SMR Stock Holding History

Optimum Investment 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
Q3 		$254K Buy
+7,063
New +$281K 0.1% 171

Other funds holding SMR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's SMR Position: Q3 2025 in Review

Optimum Investment Advisors opened a new position in NuScale Power (SMR) in Q3 2025: 7,063 shares worth $254K. The stake represents 0.1% of the portfolio and ranks #171 among its holdings.

473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Optimum Investment Advisors held 7,063 shares of NuScale Power worth $254K as of Q3 2025.
  • NuScale Power was a new Optimum Investment Advisors position in Q3 2025.
  • NuScale Power made up 0.1% of Optimum Investment Advisors's portfolio in Q3 2025, its #171 holding.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.