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

Avior 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 Q3	$203K	Buy	+3,611	New	+$201K	0.01%	769
2025 Q1	–	Sell	-3,611	Closed	-$152K	–	2120
2024 Q4	$152K	Hold	3,611	–	–	0.01%	787
2024 Q3	$150K	Sell	3,611 -1,541	-30%	-$61.7K	0.01%	769
2024 Q2	$204K	Hold	5,152	–	–	0.01%	667
2024 Q1	$198K	Buy	+5,152	New	+$190K	0.01%	712

Other funds holding SSUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

JCM

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avior Wealth Management's SSUS Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q3 2026: 3,611 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in SSUS as recently as Q4 2024.

Avior Wealth Management first reported a position in SSUS in Q1 2024 and has held it in 5 quarters since. The position peaked at $204K in Q2 2024. 9 funds tracked by Wall St. Rank hold SSUS as of Q3 2026.

Avior Wealth Management held 3,611 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $203K as of Q3 2026.
Day Hagan/Ned Davis Research Smart Sector ETF was a new Avior Wealth Management position in Q3 2026.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #769 holding.
Avior Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2024 and has held it in 5 quarters since.
Avior Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $204K in Q2 2024.
9 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.