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Retirement Wealth Solutions’s NuScale Power SMR Stock Holding History

Retirement Wealth Solutions’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
-7
Closed -$252 – 837
2025
Q3 		$252 Buy
+7
New +$279 ﹤0.01% 755

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Retirement Wealth Solutions's SMR Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 7 shares — an estimated $252 sold.

Retirement Wealth Solutions first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $252 in Q3 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 7 NuScale Power shares in Q4 2025, an estimated $252.
  • Retirement Wealth Solutions first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Retirement Wealth Solutions's NuScale Power position peaked at $252 in Q3 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.