Gradient Investments’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-12	Closed	-$428	–	1763
2023 Q4	$428	Hold	12	–	–	﹤0.01%	1633
2023 Q3	$409	Hold	12	–	–	﹤0.01%	1585
2023 Q2	$426	Buy	+12	New	+$404	﹤0.01%	1554
2023 Q1	–	Sell	-300	Closed	-$9.14K	–	1630
2022 Q4	$9.14K	Buy	+300	New	+$9.22K	﹤0.01%	831

Other funds holding SSUS

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

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

DLHL

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

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

ATPW

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

IWM

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

Gradient Investments's SSUS Position: Q1 2024 in Review

Gradient Investments sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2024, closing a stake of 12 shares — an estimated $428 sold.

Gradient Investments first reported a position in SSUS in Q4 2022 and held it in 4 quarters. The position peaked at $9.14K in Q4 2022. 76 funds tracked by Wall St. Rank hold SSUS as of Q1 2024.

Gradient Investments reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 12 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2024, an estimated $428.
Gradient Investments first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2022 and held it in 4 quarters.
Gradient Investments's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $9.14K in Q4 2022.
76 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.