Avestar Capital’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Avestar Capital’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
2022 Q3	–	Sell	-45,747	Closed	-$1.43M	–	314
2022 Q2	$1.43M	Buy	45,747 +31,381	+218%	+$1.03M	0.35%	49
2022 Q1	$511K	Hold	14,366	–	–	0.08%	227
2021 Q4	$535K	Buy	14,366 +2,527	+21%	+$91.2K	0.07%	247
2021 Q3	$397K	Buy	11,839 +2,564	+28%	+$88.1K	0.05%	301
2021 Q2	$311K	Buy	+9,275	New	+$302K	0.04%	320

Other funds holding SSUS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DLHL

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

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

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

ATPW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWM

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

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

Avestar Capital's SSUS Position: Q3 2022 in Review

Avestar Capital sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q3 2022, closing a stake of 45,747 shares — an estimated $1.43M sold.

Avestar Capital first reported a position in SSUS in Q2 2021 and held it in 5 quarters. The position peaked at $1.43M in Q2 2022. 50 funds tracked by Wall St. Rank hold SSUS as of Q3 2022.

Avestar Capital reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q3 2022 after selling out during the quarter.
Avestar Capital sold 45,747 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2022, an estimated $1.43M.
Avestar Capital first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2021 and held it in 5 quarters.
Avestar Capital's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.43M in Q2 2022.
50 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2022.

Based on Avestar Capital's 13F filing for Q3 2022, filed 26 Oct 2022.