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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-18,573	Closed	-$756K	–	1872
2025 Q1	$756K	Sell	18,573 -911	-5%	-$38.6K	0.01%	996
2024 Q4	$820K	Sell	19,484 -1,021	-5%	-$43.5K	0.01%	1013
2024 Q3	$853K	Sell	20,505 -692	-3%	-$27.7K	0.01%	976
2024 Q2	$837K	Buy	21,197 +3,973	+23%	+$152K	0.01%	974
2024 Q1	$662K	Buy	17,224 +525	+3%	+$19.3K	0.01%	1112
2023 Q4	$595K	Sell	16,699 -3,681	-18%	-$127K	0.01%	1122
2023 Q3	$695K	Buy	20,380 +9,664	+90%	+$343K	0.01%	980
2023 Q2	$381K	Buy	+10,716	New	+$361K	0.01%	1296
2022 Q2	–	Sell	-6,896	Closed	-$245K	–	1873
2022 Q1	$245K	Buy	+6,896	New	+$245K	﹤0.01%	1443

Other funds holding SSUS

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

IWM

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

ATPW

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

PSP

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

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

Atria Wealth Solutions's SSUS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2025, closing a stake of 18,573 shares — an estimated $756K sold.

Atria Wealth Solutions first reported a position in SSUS in Q1 2022 and held it in 9 quarters. The position peaked at $853K in Q3 2024. 61 funds tracked by Wall St. Rank hold SSUS as of Q2 2025.

Atria Wealth Solutions reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 18,573 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2025, an estimated $756K.
Atria Wealth Solutions first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $853K in Q3 2024.
61 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.