VFA
IMSR

Valeo Financial Advisors’s Terrestrial Energy IMSR Stock Holding History

Valeo Financial Advisors’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
+15,000
New +$111K ﹤0.01% 797

Other funds holding IMSR

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Valeo Financial Advisors's IMSR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Terrestrial Energy (IMSR) in Q2 2026: 15,000 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings.

6 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • Valeo Financial Advisors held 15,000 shares of Terrestrial Energy worth $106K as of Q2 2026.
  • Terrestrial Energy was a new Valeo Financial Advisors position in Q2 2026.
  • Terrestrial Energy made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #797 holding.
  • 6 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.