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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SMR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
7
Latest value
$640K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $548K |
| Q1 2026 | $724K |
| Q2 2026 | $955K |
| Q2 2026 | $5K |
| Q3 2026 | $4K |
| Q3 2026 | $640K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $640K | 87.4K | — | — |
| Q3 2026 | $4K | 500 | — | — |
| Q2 2026 | $5K | 500 | — | — |
| Q2 2026 | $955K | 105.6K | — | — |
| Q1 2026 | $724K | 71.3K | — | — |
| Q4 2025 | $548K | 28.0K | — | — |
| Q3 2025 | $1M | 26.7K | — | — |
Other funds holding SMR
$242.6M
$116.9M
$69.9M
$66.8M
$66.8M
$51.6M