Wolff Wiese Magana’s NuScale Power SMR Stock Holding History

Wolff Wiese Magana’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	$4.76K	Sell	475 -25	-5%	-$282	﹤0.01%	652
2026 Q1	$5.42K	Sell	500 -11,805	-96%	-$180K	﹤0.01%	591
2025 Q4	$174K	Sell	12,305 -289	-2%	-$8.27K	0.1%	112
2025 Q3	$453K	Buy	12,594 +214	+2%	+$8.53K	0.26%	81
2025 Q2	$490K	Sell	12,380 -50	-0.4%	-$1.25K	0.3%	74
2025 Q1	$176K	Sell	12,430 -103	-0.8%	-$2.08K	0.12%	103
2024 Q4	$225K	Buy	12,533 +12,523	+125,230%	+$258K	0.15%	98
2024 Q3	$116	Hold	10	–	–	﹤0.01%	961
2024 Q2	$117	Hold	10	–	–	﹤0.01%	761
2024 Q1	$54	Hold	10	–	–	﹤0.01%	706
2023 Q4	$33	Hold	10	–	–	﹤0.01%	713
2023 Q3	$49	Hold	10	–	–	﹤0.01%	786
2023 Q2	$68	Buy	+10	New	+$81	﹤0.01%	790

Other funds holding SMR

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return