SQA
IMSR

Simon Quick Advisors’s Terrestrial Energy IMSR Stock Holding History

Simon Quick Advisors’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Hold
40,000
– – 0.01% 341
2026
Q1 		$240K Sell
40,000
-5,000
-11% -$39.6K 0.01% 338
2025
Q4 		$275K Buy
+45,000
New +$602K 0.01% 322

Other funds holding IMSR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Simon Quick Advisors's IMSR Position: Q2 2026 in Review

Simon Quick Advisors held its Terrestrial Energy (IMSR) position steady in Q2 2026 at 40,000 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #341.

Simon Quick Advisors first reported a position in IMSR in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • Simon Quick Advisors held 40,000 shares of Terrestrial Energy worth $283K as of Q2 2026.
  • Simon Quick Advisors left its Terrestrial Energy share count unchanged in Q2 2026.
  • Terrestrial Energy made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #341 holding.
  • Simon Quick Advisors first reported a position in Terrestrial Energy in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.