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

Envestnet Portfolio 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
2025 Q2	–	Sell	-16,577	Closed	-$675K	–	1637
2025 Q1	$675K	Sell	16,577 -911	-5%	-$38.6K	﹤0.01%	933
2024 Q4	$736K	Sell	17,488 -1,021	-6%	-$43.5K	﹤0.01%	1054
2024 Q3	$770K	Sell	18,509 -420	-2%	-$16.8K	﹤0.01%	999
2024 Q2	$748K	Buy	18,929 +4,002	+27%	+$153K	﹤0.01%	966
2024 Q1	$574K	Buy	14,927 +768	+5%	+$28.3K	﹤0.01%	1060
2023 Q4	$504K	Buy	14,159 +5,504	+64%	+$190K	﹤0.01%	1045
2023 Q3	$295K	Buy	+8,655	New	+$307K	﹤0.01%	1239

Other funds holding SSUS

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

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

Envestnet Portfolio Solutions's SSUS Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2025, closing a stake of 16,577 shares — an estimated $675K sold.

Envestnet Portfolio Solutions first reported a position in SSUS in Q3 2023 and held it in 7 quarters. The position peaked at $770K in Q3 2024. 61 funds tracked by Wall St. Rank hold SSUS as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 16,577 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2025, an estimated $675K.
Envestnet Portfolio Solutions first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $770K in Q3 2024.
61 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.