Freedom Investment Management’s Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF SSFI Stock Holding History

Freedom Investment Management’s Portfolio SSFI Stock Details SSFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-83,926	Closed	-$1.79M	–	631
2025 Q2	$1.79M	Sell	83,926 -4,903	-6%	-$104K	0.14%	119
2025 Q1	$1.89M	Sell	88,829 -1,944	-2%	-$41K	0.16%	114
2024 Q4	$1.89M	Buy	90,773 +374	+0.4%	+$8.01K	0.16%	114
2024 Q3	$1.98M	Sell	90,399 -4,277	-5%	-$92.8K	0.16%	117
2024 Q2	$1.99M	Buy	94,676 +11,028	+13%	+$232K	0.16%	115
2024 Q1	$1.77M	Sell	83,648 -340	-0.4%	-$7.2K	0.14%	138
2023 Q4	$1.79M	Buy	83,988 +1,008	+1%	+$21.1K	0.15%	130
2023 Q3	$1.72M	Buy	82,980 +72,383	+683%	+$1.55M	0.21%	108
2023 Q2	$230K	Sell	10,597 -601	-5%	-$13.1K	0.03%	621
2023 Q1	$245K	Sell	11,198 -29,835	-73%	-$650K	0.03%	606
2022 Q4	$874K	Buy	41,033 +5,576	+16%	+$120K	0.1%	274
2022 Q3	$756K	Buy	+35,457	New	+$793K	0.09%	298

Other funds holding SSFI

ATPW

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

DLHL

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

OIA

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Freedom Investment Management's SSFI Position: Q3 2025 in Review

Freedom Investment Management sold out of Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) in Q3 2025, closing a stake of 83,926 shares — an estimated $1.79M sold.

Freedom Investment Management first reported a position in SSFI in Q3 2022 and held it in 12 quarters. The position peaked at $1.99M in Q2 2024. 12 funds tracked by Wall St. Rank hold SSFI as of Q3 2025.

Freedom Investment Management reported no remaining Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 83,926 Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF shares in Q3 2025, an estimated $1.79M.
Freedom Investment Management first reported a position in Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF in Q3 2022 and held it in 12 quarters.
Freedom Investment Management's Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF position peaked at $1.99M in Q2 2024.
12 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.