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

Discipline Wealth Solutions’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	$2.44M	Sell	43,578 -20,358	-32%	-$1.13M	0.21%	63
2026 Q2	$3.54M	Buy	63,936 +1,903	+3%	+$101K	0.31%	50
2026 Q1	$2.9M	Sell	62,033 -7,872	-11%	-$384K	0.3%	53
2025 Q4	$3.41M	Buy	69,905 +2,924	+4%	+$142K	0.63%	36
2025 Q3	$3.24M	Buy	66,981 +13,449	+25%	+$624K	0.85%	25
2025 Q2	$2.41M	Buy	53,532 +40,047	+297%	+$1.66M	0.92%	21
2025 Q1	$549K	Sell	13,485 -61,894	-82%	-$2.62M	0.26%	45
2024 Q4	$3.17M	Buy	+75,379	New	+$3.21M	1.47%	12

Other funds holding SSUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

Discipline Wealth Solutions's SSUS Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 32% in Q3 2026, selling an estimated $1.13M and leaving 43,578 shares worth $2.44M. The position accounts for 0.21% of the portfolio, ranked #63.

Discipline Wealth Solutions first reported a position in SSUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.54M in Q2 2026. 9 funds tracked by Wall St. Rank hold SSUS as of Q3 2026.

Discipline Wealth Solutions held 43,578 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $2.44M as of Q3 2026.
Discipline Wealth Solutions sold 20,358 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2026, an estimated $1.13M.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.21% of Discipline Wealth Solutions's portfolio in Q3 2026, its #63 holding.
Discipline Wealth Solutions first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $3.54M in Q2 2026.
9 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.