U.S. Capital Wealth Advisors’s NuScale Power SMR Stock Holding History

U.S. Capital 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
2025 Q4	–	Sell	-8,957	Closed	-$322K	–	1027
2025 Q3	$322K	Sell	8,957 -693	-7%	-$27.6K	0.01%	751
2025 Q2	$382K	Buy	+9,650	New	+$242K	0.01%	666
2023 Q3	–	Sell	-16,500	Closed	-$112K	–	677
2023 Q2	$112K	Hold	16,500	–	–	0.01%	639
2023 Q1	$150K	Buy	16,500 +500	+3%	+$5.02K	0.01%	613
2022 Q4	$164K	Buy	+16,000	New	+$177K	0.01%	649

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's SMR Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 8,957 shares — an estimated $322K sold.

U.S. Capital Wealth Advisors first reported a position in SMR in Q4 2022 and held it in 5 quarters. The position peaked at $382K in Q2 2025. 460 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

U.S. Capital Wealth Advisors reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 8,957 NuScale Power shares in Q4 2025, an estimated $322K.
U.S. Capital Wealth Advisors first reported a position in NuScale Power in Q4 2022 and held it in 5 quarters.
U.S. Capital Wealth Advisors's NuScale Power position peaked at $382K in Q2 2025.
460 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.