AE Wealth Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

AE Wealth Management’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 Q2	$221K	Sell	4,000 -272	-6%	-$14.4K	﹤0.01%	1663
2026 Q1	$199K	Buy	+4,272	New	+$208K	﹤0.01%	1603
2025 Q2	–	Sell	-4,642	Closed	-$189K	–	2259
2025 Q1	$189K	Sell	4,642 -6,760	-59%	-$286K	﹤0.01%	1294
2024 Q4	$480K	Buy	+11,402	New	+$486K	﹤0.01%	923
2023 Q1	–	Sell	-12,037	Closed	-$367K	–	1994
2022 Q4	$367K	Buy	+12,037	New	+$370K	﹤0.01%	1420

Other funds holding SSUS

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFS

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

AE Wealth Management's SSUS Position: Q2 2026 in Review

AE Wealth Management reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 6.4% in Q2 2026, selling an estimated $14.4K and leaving 4,000 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

AE Wealth Management first reported a position in SSUS in Q4 2022 and has held it in 5 quarters since. The position peaked at $480K in Q4 2024. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

AE Wealth Management held 4,000 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $221K as of Q2 2026.
AE Wealth Management sold 272 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $14.4K.
Day Hagan/Ned Davis Research Smart Sector ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1663 holding.
AE Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2022 and has held it in 5 quarters since.
AE Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $480K in Q4 2024.
72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.