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 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

ATPW

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

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

IWC

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

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

PFS

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

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

IWM

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

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

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

Heritage Oak Wealth Advisors's SSUS Position: Q1 2026 in Review

Heritage Oak Wealth Advisors reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 11% in Q1 2026, selling an estimated $34.3K and leaving 5,415 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #61.

Heritage Oak Wealth Advisors first reported a position in SSUS in Q2 2024 and has held it in 7 quarters since. The position peaked at $529K in Q2 2024. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Heritage Oak Wealth Advisors held 5,415 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $253K as of Q1 2026.
Heritage Oak Wealth Advisors sold 703 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $34.3K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.08% of Heritage Oak Wealth Advisors's portfolio in Q1 2026, its #61 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 7 quarters since.
Heritage Oak Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $529K in Q2 2024.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.