Carson Wealth (CWM LLC)
SSUS icon

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

Carson Wealth (CWM LLC)’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
Q1 		$24.9M Sell
532,307
-136,330
-20% -$6.65M 0.07% 276
2025
Q4 		$32.6M Sell
668,637
-68,355
-9% -$3.33M 0.09% 205
2025
Q3 		$35.6M Sell
736,992
-32,861
-4% -$1.52M 0.11% 166
2025
Q2 		$34.6M Sell
769,853
-9,417
-1% -$391K 0.12% 152
2025
Q1 		$31.7M Sell
779,270
-91,563
-11% -$3.88M 0.13% 151
2024
Q4 		$36.6M Sell
870,833
-105,555
-11% -$4.5M 0.15% 125
2024
Q3 		$40.6M Sell
976,388
-211,205
-18% -$8.45M 0.17% 111
2024
Q2 		$46.9M Sell
1,187,593
-188,436
-14% -$7.19M 0.22% 90
2024
Q1 		$52.9M Sell
1,376,029
-65,152
-5% -$2.4M 0.26% 75
2023
Q4 		$51.3M Sell
1,441,181
-160,026
-10% -$5.53M 0.28% 69
2023
Q3 		$54.6M Sell
1,601,207
-22
-0% -$781 0.33% 59
2023
Q2 		$56.9M Buy
1,601,229
+5,618
+0.4% +$189K 0.35% 52
2023
Q1 		$52.7M Sell
1,595,611
-110,060
-6% -$3.53M 0.36% 53
2022
Q4 		$52M Sell
1,705,671
-444,956
-21% -$13.7M 0.38% 53
2022
Q3 		$62.2M Buy
2,150,627
+81,677
+4% +$2.59M 0.49% 43
2022
Q2 		$64.5M Sell
2,068,950
-96,837
-4% -$3.17M 0.5% 41
2022
Q1 		$77M Buy
2,165,787
+229,085
+12% +$8.14M 0.55% 35
2021
Q4 		$72.1M Buy
+1,936,702
New +$69.9M 0.51% 37
2021
Q2 		$55.7M Hold
1,660,844
– – 0.44% 41
2021
Q1 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q4 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q3 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q2 		$55.7M Hold
1,660,844
– – 0.44% 41
2020
Q1 		$55.7M Buy
+1,660,844
New +$38.4M 0.44% 41

Other funds holding SSUS

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 20% in Q1 2026, selling an estimated $6.65M and leaving 532,307 shares worth $24.9M. The position accounts for 0.07% of the portfolio, ranked #276.

Carson Wealth (CWM LLC) first reported a position in SSUS in Q1 2020 and has held it in 24 quarters since. The position peaked at $77M in Q1 2022. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 532,307 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $24.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 136,330 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $6.65M.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #276 holding.
  • Carson Wealth (CWM LLC) first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $77M in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

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