Sigma Planning Corp
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Sigma Planning Corp’s NuScale Power SMR Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-10,453
Closed -$105K – 1436
2026
Q2 		$105K Sell
10,453
-7,501
-42% -$84.6K ﹤0.01% 1378
2026
Q1 		$195K Buy
17,954
+7,087
+65% +$108K 0.01% 1248
2025
Q4 		$153K Sell
10,867
-6,928
-39% -$198K ﹤0.01% 1242
2025
Q3 		$641K Sell
17,795
-3,981
-18% -$159K 0.02% 709
2025
Q2 		$861K Buy
+21,776
New +$546K 0.03% 550

Other funds holding SMR

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Sigma Planning Corp's SMR Position: Q3 2026 in Review

Sigma Planning Corp sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 10,453 shares — an estimated $105K sold.

Sigma Planning Corp first reported a position in SMR in Q2 2025 and held it in 5 quarters. The position peaked at $861K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Sigma Planning Corp reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 10,453 NuScale Power shares in Q3 2026, an estimated $105K.
  • Sigma Planning Corp first reported a position in NuScale Power in Q2 2025 and held it in 5 quarters.
  • Sigma Planning Corp's NuScale Power position peaked at $861K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.