Rise Advisors’s NuScale Power SMR Stock Holding History

Rise 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 Q4	–	Sell	-49	Closed	-$1.76K	–	1224
2025 Q3	$1.76K	Hold	49	–	–	﹤0.01%	1207
2025 Q2	$1.94K	Sell	49 -55	-53%	-$1.38K	﹤0.01%	1200
2025 Q1	$1.47K	Buy	+104	New	+$2.1K	﹤0.01%	1196

Other funds holding SMR

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rise Advisors's SMR Position: Q4 2025 in Review

Rise Advisors sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 49 shares — an estimated $1.76K sold.

Rise Advisors first reported a position in SMR in Q1 2025 and held it in 3 quarters. The position peaked at $1.94K in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

Rise Advisors reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 49 NuScale Power shares in Q4 2025, an estimated $1.76K.
Rise Advisors first reported a position in NuScale Power in Q1 2025 and held it in 3 quarters.
Rise Advisors's NuScale Power position peaked at $1.94K in Q2 2025.
461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.