Carson Wealth (CWM LLC)’s Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF SSFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSFI Stock Details SSFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.84M	Buy	+227,070	New	+$4.88M	0.01%	828

Other funds holding SSFI

ATPW

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SSFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) in Q1 2026: 227,070 shares worth $4.84M. The stake represents 0.01% of the portfolio and ranks #828 among its holdings.

9 funds tracked by Wall St. Rank hold SSFI as of Q1 2026.

Carson Wealth (CWM LLC) held 227,070 shares of Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF worth $4.84M as of Q1 2026.
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #828 holding.
9 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.