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 		$4.52K Buy
+500
New +$5.64K ﹤0.01% 4122

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OCM
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CIC
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CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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. 119 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.
  • 119 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.