Heritage Oak Wealth Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Heritage Oak Wealth Advisors’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 Q3	$363K	Sell	6,472 -96	-1%	-$5.35K	0.11%	62
2026 Q2	$363K	Buy	6,568 +1,153	+21%	+$61.1K	0.11%	67
2026 Q1	$253K	Sell	5,415 -703	-11%	-$34.3K	0.08%	61
2025 Q4	$298K	Buy	6,118 +1,036	+20%	+$50.4K	0.11%	63
2025 Q3	$245K	Sell	5,082 -1,445	-22%	-$67K	0.09%	73
2025 Q2	$294K	Sell	6,527 -711	-10%	-$29.5K	0.11%	63
2025 Q1	$295K	Sell	7,238 -905	-11%	-$38.3K	0.13%	54
2024 Q4	$343K	Buy	+8,143	New	+$347K	0.16%	51
2024 Q3	–	Sell	-13,386	Closed	-$529K	–	210
2024 Q2	$529K	Buy	+13,386	New	+$511K	0.27%	51

Other funds holding SSUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heritage Oak Wealth Advisors's SSUS Position: Q3 2026 in Review

Heritage Oak Wealth Advisors reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 1.5% in Q3 2026, selling an estimated $5.35K and leaving 6,472 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #62.

Heritage Oak Wealth Advisors first reported a position in SSUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $529K in Q2 2024. 10 funds tracked by Wall St. Rank hold SSUS as of Q3 2026.

Heritage Oak Wealth Advisors held 6,472 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $363K as of Q3 2026.
Heritage Oak Wealth Advisors sold 96 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2026, an estimated $5.35K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.11% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #62 holding.
Heritage Oak Wealth Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $529K in Q2 2024.
10 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.