Wedbush Securities’s NuScale Power SMR Stock Holding History

Wedbush Securities’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 Q1	$119K	Buy	+11,005	New	+$167K	﹤0.01%	1187
2025 Q4	–	Sell	-5,675	Closed	-$204K	–	1250
2025 Q3	$204K	Sell	5,675 -43,352	-88%	-$1.73M	0.01%	1071
2025 Q2	$1.94M	Sell	49,027 -339,039	-87%	-$8.51M	0.07%	219
2025 Q1	$5.5M	Buy	388,066 +70,235	+22%	+$1.42M	0.2%	78
2024 Q4	$5.7M	Sell	317,831 -2,769	-0.9%	-$57.1K	0.2%	71
2024 Q3	$3.71M	Buy	320,600 +132,000	+70%	+$1.35M	0.14%	112
2024 Q2	$2.21M	Buy	188,600 +86,600	+85%	+$617K	0.08%	182
2024 Q1	$542K	Buy	+102,000	New	+$366K	0.02%	610

Other funds holding SMR

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's SMR Position: Q1 2026 in Review

Wedbush Securities opened a new position in NuScale Power (SMR) in Q1 2026: 11,005 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in SMR as recently as Q3 2025.

Wedbush Securities first reported a position in SMR in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.7M in Q4 2024. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Wedbush Securities held 11,005 shares of NuScale Power worth $119K as of Q1 2026.
NuScale Power was a new Wedbush Securities position in Q1 2026.
NuScale Power made up ﹤0.01% of Wedbush Securities's portfolio in Q1 2026, its #1187 holding.
Wedbush Securities first reported a position in NuScale Power in Q1 2024 and has held it in 8 quarters since.
Wedbush Securities's NuScale Power position peaked at $5.7M in Q4 2024.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.