WIM
IMSR

WealthPlan Investment Management’s Terrestrial Energy IMSR Stock Holding History

WealthPlan Investment Management’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 		– Sell
-10,206
Closed -$61.3K – 500
2026
Q1 		$61.3K Buy
+10,206
New +$80.9K ﹤0.01% 456

Other funds holding IMSR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

WealthPlan Investment Management's IMSR Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Terrestrial Energy (IMSR) in Q2 2026, closing a stake of 10,206 shares — an estimated $61.3K sold.

WealthPlan Investment Management first reported a position in IMSR in Q1 2026 and held it in 1 quarter. The position peaked at $61.3K in Q1 2026. 9 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Terrestrial Energy position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,206 Terrestrial Energy shares in Q2 2026, an estimated $61.3K.
  • WealthPlan Investment Management first reported a position in Terrestrial Energy in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's Terrestrial Energy position peaked at $61.3K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.