SPC
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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
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Sigma Planning Corp's SMR Position: Q2 2026 in Review

Sigma Planning Corp reduced its NuScale Power (SMR) stake by 42% in Q2 2026, selling an estimated $84.6K and leaving 10,453 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Sigma Planning Corp first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $861K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Sigma Planning Corp held 10,453 shares of NuScale Power worth $105K as of Q2 2026.
  • Sigma Planning Corp sold 7,501 NuScale Power shares in Q2 2026, an estimated $84.6K.
  • NuScale Power made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1378 holding.
  • Sigma Planning Corp first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's NuScale Power position peaked at $861K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.