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 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ATPW

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Discipline Wealth Solutions's SSUS Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 3.1% in Q2 2026, buying an estimated $101K and bringing the position to 63,936 shares worth $3.54M. The position accounts for 0.31% of the portfolio, ranked #50.

Discipline Wealth Solutions first reported a position in SSUS in Q4 2024 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

Discipline Wealth Solutions held 63,936 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $3.54M as of Q2 2026.
Discipline Wealth Solutions bought 1,903 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $101K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.31% of Discipline Wealth Solutions's portfolio in Q2 2026, its #50 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 7 quarters since.
72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.