Planning Strategies Inc.’s NuScale Power SMR Stock Holding History

Planning Strategies Inc.’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	$12.5K	Buy	+1,250	New	+$14.1K	0.01%	296

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Planning Strategies Inc.'s SMR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NuScale Power (SMR) in Q2 2026: 1,250 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings.

162 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Planning Strategies Inc. held 1,250 shares of NuScale Power worth $12.5K as of Q2 2026.
NuScale Power was a new Planning Strategies Inc. position in Q2 2026.
NuScale Power made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #296 holding.
162 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.