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Stratos Wealth Partners’s NuScale Power SMR Stock Holding History

Stratos Wealth Partners’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 		$402K Buy
40,120
+10,122
+34% +$114K ﹤0.01% 1250
2026
Q1 		$325K Buy
29,998
+14,304
+91% +$218K ﹤0.01% 1276
2025
Q4 		$222K Sell
15,694
-34,113
-68% -$976K ﹤0.01% 1459
2025
Q3 		$1.79M Buy
49,807
+44,263
+798% +$1.76M 0.02% 566
2025
Q2 		$219K Buy
+5,544
New +$139K ﹤0.01% 1293

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

Stratos Wealth Partners's SMR Position: Q2 2026 in Review

Stratos Wealth Partners increased its NuScale Power (SMR) stake by 34% in Q2 2026, buying an estimated $114K and bringing the position to 40,120 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Stratos Wealth Partners first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Stratos Wealth Partners held 40,120 shares of NuScale Power worth $402K as of Q2 2026.
  • Stratos Wealth Partners bought 10,122 NuScale Power shares in Q2 2026, an estimated $114K.
  • NuScale Power made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1250 holding.
  • Stratos Wealth Partners first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Stratos Wealth Partners's NuScale Power position peaked at $1.79M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.