Toth Financial Advisory
SMR icon

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
Q3 		$16.8K Hold
2,127
– – ﹤0.01% 525
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

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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 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

Toth Financial Advisory's SMR Position: Q3 2026 in Review

Toth Financial Advisory held its NuScale Power (SMR) position steady in Q3 2026 at 2,127 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Toth Financial Advisory first reported a position in SMR in Q3 2023 and has held it in 13 quarters since. The position peaked at $67.6K in Q2 2025. 106 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Toth Financial Advisory held 2,127 shares of NuScale Power worth $16.8K as of Q3 2026.
  • Toth Financial Advisory left its NuScale Power share count unchanged in Q3 2026.
  • NuScale Power made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #525 holding.
  • Toth Financial Advisory first reported a position in NuScale Power in Q3 2023 and has held it in 13 quarters since.
  • Toth Financial Advisory's NuScale Power position peaked at $67.6K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.