HighTower Advisors’s Ned Davis Research 360 Dynamic Allocation ETF NDAA Stock Holding History

HighTower Advisors’s Portfolio NDAA Stock Details NDAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21M	Hold	50,758	–	–	﹤0.01%	2138
2026 Q2	$1.21M	Buy	50,758 +660	+1%	+$15.5K	﹤0.01%	2120
2026 Q1	$1.09M	Buy	50,098 +9	+0%	+$200	﹤0.01%	2125
2025 Q4	$1.09M	Hold	50,089	–	–	﹤0.01%	2057
2025 Q3	$1.09M	Hold	50,089	–	–	﹤0.01%	2037
2025 Q2	$1.02M	Buy	50,089 +7,721	+18%	+$149K	﹤0.01%	1999
2025 Q1	$824K	Buy	42,368 +11,893	+39%	+$236K	﹤0.01%	2086
2024 Q4	$597K	Buy	+30,475	New	+$610K	﹤0.01%	2328

Other funds holding NDAA

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

HighTower Advisors's NDAA Position: Q3 2026 in Review

HighTower Advisors held its Ned Davis Research 360 Dynamic Allocation ETF (NDAA) position steady in Q3 2026 at 50,758 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

HighTower Advisors first reported a position in NDAA in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold NDAA as of Q3 2026.

HighTower Advisors held 50,758 shares of Ned Davis Research 360 Dynamic Allocation ETF worth $1.21M as of Q3 2026.
HighTower Advisors left its Ned Davis Research 360 Dynamic Allocation ETF share count unchanged in Q3 2026.
Ned Davis Research 360 Dynamic Allocation ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2138 holding.
HighTower Advisors first reported a position in Ned Davis Research 360 Dynamic Allocation ETF in Q4 2024 and has held it in 8 quarters since.
6 funds tracked by Wall St. Rank held Ned Davis Research 360 Dynamic Allocation ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.