TRUE Private Wealth Advisors’s NuScale Power SMR Stock Holding History

TRUE Private Wealth Advisors’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	$162K	Buy	16,136 +3,797	+31%	+$42.8K	0.01%	275
2026 Q1	$134K	Buy	+12,339	New	+$188K	0.01%	259
2025 Q4	–	Sell	-12,615	Closed	-$454K	–	274
2025 Q3	$454K	Sell	12,615 -588	-4%	-$23.4K	0.05%	169
2025 Q2	$522K	Sell	13,203 -5,766	-30%	-$145K	0.06%	141
2025 Q1	$269K	Buy	+18,969	New	+$383K	0.03%	203
2024 Q4	–	Sell	-10,092	Closed	-$117K	–	236
2024 Q3	$117K	Buy	+10,092	New	+$103K	0.01%	212

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TRUE Private Wealth Advisors's SMR Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its NuScale Power (SMR) stake by 31% in Q2 2026, buying an estimated $42.8K and bringing the position to 16,136 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #275.

TRUE Private Wealth Advisors first reported a position in SMR in Q3 2024 and has held it in 6 quarters since. The position peaked at $522K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

TRUE Private Wealth Advisors held 16,136 shares of NuScale Power worth $162K as of Q2 2026.
TRUE Private Wealth Advisors bought 3,797 NuScale Power shares in Q2 2026, an estimated $42.8K.
NuScale Power made up 0.01% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #275 holding.
TRUE Private Wealth Advisors first reported a position in NuScale Power in Q3 2024 and has held it in 6 quarters since.
TRUE Private Wealth Advisors's NuScale Power position peaked at $522K in Q2 2025.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.