Accordant Advisory Group’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Accordant Advisory Group’s Portfolio SSUS Stock Details SSUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28K	Sell	600 -155	-21%	-$7.56K	0.02%	114
2025 Q4	$36.8K	Buy	+755	New	+$36.7K	0.03%	91
2024 Q2	–	Sell	-38,502	Closed	-$1.48M	–	217
2024 Q1	$1.48M	Buy	+38,502	New	+$1.42M	1.11%	28

Other funds holding SSUS

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Accordant Advisory Group's SSUS Position: Q1 2026 in Review

Accordant Advisory Group reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 21% in Q1 2026, selling an estimated $7.56K and leaving 600 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #114.

Accordant Advisory Group first reported a position in SSUS in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2024. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Accordant Advisory Group held 600 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $28K as of Q1 2026.
Accordant Advisory Group sold 155 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $7.56K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #114 holding.
Accordant Advisory Group first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2024 and has held it in 3 quarters since.
Accordant Advisory Group's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.48M in Q1 2024.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.