AWM
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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
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

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 $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)
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
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Avior Wealth Management's SSUS Position: Q1 2025 in Review

Avior Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2025, closing a stake of 3,611 shares — an estimated $152K sold.

Avior Wealth Management first reported a position in SSUS in Q1 2024 and held it in 4 quarters. The position peaked at $204K in Q2 2024. 70 funds tracked by Wall St. Rank hold SSUS as of Q1 2025.

  • Avior Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,611 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2025, an estimated $152K.
  • Avior Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $204K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.