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 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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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 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) Omaha, Nebraska $38.1B AUM 19.66% 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 $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

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

Discipline Wealth Solutions's SSUS Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 11% in Q1 2026, selling an estimated $384K and leaving 62,033 shares worth $2.9M. The position accounts for 0.3% of the portfolio, ranked #53.

Discipline Wealth Solutions first reported a position in SSUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.41M in Q4 2025. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Discipline Wealth Solutions held 62,033 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $2.9M as of Q1 2026.
Discipline Wealth Solutions sold 7,872 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $384K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.3% of Discipline Wealth Solutions's portfolio in Q1 2026, its #53 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 6 quarters since.
Discipline Wealth Solutions's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $3.41M in Q4 2025.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.