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Toth Financial Advisory’s NuScale Power SMR Stock Holding History

Toth Financial Advisory’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 		$21.3K Buy
2,127
+909
+75% +$10.3K ﹤0.01% 498
2026
Q1 		$13.2K Buy
1,218
+303
+33% +$4.61K ﹤0.01% 527
2025
Q4 		$13K Sell
915
-960
-51% -$27.5K ﹤0.01% 523
2025
Q3 		$67.5K Buy
1,875
+165
+10% +$6.58K 0.01% 303
2025
Q2 		$67.6K Buy
1,710
+1,110
+185% +$27.9K 0.01% 276
2025
Q1 		$8.5K Sell
600
-1,500
-71% -$30.3K ﹤0.01% 472
2024
Q4 		$37.7K Buy
2,100
+1,800
+600% +$37.1K ﹤0.01% 327
2024
Q3 		$3.47K Hold
300
– – ﹤0.01% 547
2024
Q2 		$3.51K Hold
300
– – ﹤0.01% 551
2024
Q1 		$1.59K Hold
300
– – ﹤0.01% 629
2023
Q4 		$987 Hold
300
– – ﹤0.01% 689
2023
Q3 		$1.47K Buy
+300
New +$1.98K ﹤0.01% 676

Other funds holding SMR

CAMG
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CCA
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return