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
2025 Q3	$245K	Sell
2025 Q2	$294K	Sell
2025 Q1	$295K	Sell
2024 Q4	$343K	Buy
2024 Q3	–	Sell
2024 Q2	$529K	Buy