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KINGSWOOD WEALTH ADVISORS, LLC → SMR
KINGSWOOD WEALTH ADVISORS, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
4
Latest value
$178K
Q3 2026
Peak value
$338K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $338K |
| Q1 2026 | $265K |
| Q2 2026 | $232K |
| Q3 2026 | $178K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $178K | 22.5K | — | — |
| Q2 2026 | $232K | 23.1K | — | — |
| Q1 2026 | $265K | 24.4K | — | — |
| Q4 2025 | $338K | 23.9K | — | — |
Other funds holding SMR
$242.6M
$116.9M
$69.9M
$66.8M
$66.8M
$51.6M