Roxbury Financial’s NuScale Power SMR Stock Holding History

Roxbury Financial’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 Q2	–	Sell	-65	Closed	-$705	–	427
2026 Q1	$705	Buy	+65	New	+$989	﹤0.01%	374

Other funds holding SMR

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Roxbury Financial's SMR Position: Q2 2026 in Review

Roxbury Financial sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 65 shares — an estimated $705 sold.

Roxbury Financial first reported a position in SMR in Q1 2026 and held it in 1 quarter. The position peaked at $705 in Q1 2026. 195 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Roxbury Financial reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Roxbury Financial sold 65 NuScale Power shares in Q2 2026, an estimated $705.
Roxbury Financial first reported a position in NuScale Power in Q1 2026 and held it in 1 quarter.
Roxbury Financial's NuScale Power position peaked at $705 in Q1 2026.
195 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.