AWS
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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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $4.25B AUM 21.02% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $635M AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return