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

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

Wealth Enhancement Advisory Services's SMR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NuScale Power (SMR) stake by 48% in Q2 2026, buying an estimated $387K and bringing the position to 105,615 shares worth $955K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Wealth Enhancement Advisory Services first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Wealth Enhancement Advisory Services held 105,615 shares of NuScale Power worth $955K as of Q2 2026.
Wealth Enhancement Advisory Services bought 34,305 NuScale Power shares in Q2 2026, an estimated $387K.
NuScale Power made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2105 holding.
Wealth Enhancement Advisory Services first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's NuScale Power position peaked at $1.05M in Q3 2025.
521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.