Salem Investment Counselors’s NuScale Power SMR Stock Holding History

Salem Investment Counselors’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	$11.2K	Hold	1,119	–	–	﹤0.01%	879
2026 Q1	$12.1K	Buy	+1,119	New	+$17K	﹤0.01%	843
2025 Q4	–	Sell	-1,119	Closed	-$40.3K	–	1016
2025 Q3	$40.3K	Hold	1,119	–	–	﹤0.01%	635
2025 Q2	$44.3K	Hold	1,119	–	–	﹤0.01%	605
2025 Q1	$15.8K	Hold	1,119	–	–	﹤0.01%	758
2024 Q4	$20.1K	Buy	1,119 +119	+12%	+$2.46K	﹤0.01%	716
2024 Q3	$11.6K	Hold	1,000	–	–	﹤0.01%	825
2024 Q2	$11.7K	Hold	1,000	–	–	﹤0.01%	816
2024 Q1	$5.31K	Hold	1,000	–	–	﹤0.01%	918
2023 Q4	$3.29K	Hold	1,000	–	–	﹤0.01%	949
2023 Q3	$4.9K	Hold	1,000	–	–	﹤0.01%	899
2023 Q2	$6.8K	Hold	1,000	–	–	﹤0.01%	882
2023 Q1	$9.09K	Hold	1,000	–	–	﹤0.01%	829
2022 Q4	$10.3K	Hold	1,000	–	–	﹤0.01%	775
2022 Q3	$12K	Hold	1,000	–	–	﹤0.01%	725
2022 Q2	$10K	Buy	+1,000	New	+$10K	﹤0.01%	786

Other funds holding SMR

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

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Salem Investment Counselors's SMR Position: Q2 2026 in Review

Salem Investment Counselors held its NuScale Power (SMR) position steady in Q2 2026 at 1,119 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Salem Investment Counselors first reported a position in SMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $44.3K in Q2 2025. 192 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Salem Investment Counselors held 1,119 shares of NuScale Power worth $11.2K as of Q2 2026.
Salem Investment Counselors left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #879 holding.
Salem Investment Counselors first reported a position in NuScale Power in Q2 2022 and has held it in 16 quarters since.
Salem Investment Counselors's NuScale Power position peaked at $44.3K in Q2 2025.
192 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.