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

Wealth Enhancement Trust 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 		$3.98K Hold
397
– – ﹤0.01% 883
2026
Q1 		$4.3K Buy
+397
New +$6.04K ﹤0.01% 645

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its NuScale Power (SMR) position steady in Q2 2026 at 397 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Wealth Enhancement Trust Services first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.3K in Q1 2026. 399 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Wealth Enhancement Trust Services held 397 shares of NuScale Power worth $3.98K as of Q2 2026.
  • Wealth Enhancement Trust Services left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #883 holding.
  • Wealth Enhancement Trust Services first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's NuScale Power position peaked at $4.3K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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