Wealth Enhancement Advisory Services
SMR icon

Wealth Enhancement Advisory Services’s NuScale Power SMR Stock Holding History

Wealth Enhancement Advisory Services’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 		$955K Buy
105,615
+34,305
+48% +$387K ﹤0.01% 2105
2026
Q1 		$724K Buy
71,310
+43,312
+155% +$659K ﹤0.01% 2039
2025
Q4 		$548K Buy
27,998
+1,256
+5% +$35.9K ﹤0.01% 2409
2025
Q3 		$1.05M Buy
26,742
+7,824
+41% +$312K ﹤0.01% 1830
2025
Q2 		$679K Buy
18,918
+1,396
+8% +$35K ﹤0.01% 1990
2025
Q1 		$248K Buy
17,522
+5,974
+52% +$121K ﹤0.01% 2585
2024
Q4 		$207K Buy
+11,548
New +$238K ﹤0.01% 2669

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HWAM
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CWP
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RA
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EF
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HCA
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CA
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AIM
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