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 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

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

Heritage Oak Wealth Advisors's SSUS Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 21% in Q2 2026, buying an estimated $61.1K and bringing the position to 6,568 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #67.

Heritage Oak Wealth Advisors first reported a position in SSUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $529K in Q2 2024. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

Heritage Oak Wealth Advisors held 6,568 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $363K as of Q2 2026.
Heritage Oak Wealth Advisors bought 1,153 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $61.1K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.11% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #67 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 8 quarters since.
Heritage Oak Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $529K in Q2 2024.
72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.