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 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

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

AE Wealth Management's SSUS Position: Q1 2026 in Review

AE Wealth Management opened a new position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2026: 4,272 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #1603 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in SSUS as recently as Q1 2025.

AE Wealth Management first reported a position in SSUS in Q4 2022 and has held it in 4 quarters since. The position peaked at $480K in Q4 2024. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

AE Wealth Management held 4,272 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $199K as of Q1 2026.
Day Hagan/Ned Davis Research Smart Sector ETF was a new AE Wealth Management position in Q1 2026.
Day Hagan/Ned Davis Research Smart Sector ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1603 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 4 quarters since.
AE Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $480K in Q4 2024.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.