Householder Group Estate & Retirement Specialist’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-357	Closed	-$14K	–	1131
2024 Q3	$14K	Hold	357	–	–	﹤0.01%	774
2024 Q2	$14K	Hold	357	–	–	﹤0.01%	755
2024 Q1	$13.7K	Buy	357 +211	+145%	+$7.77K	﹤0.01%	746
2023 Q4	$5K	Sell	146 -1,164	-89%	-$40.2K	﹤0.01%	898
2023 Q3	$44.7K	Buy	+1,310	New	+$46.5K	0.02%	467
2023 Q1	$43K	Buy	+1,311	New	+$42K	0.02%	468
2022 Q4	–	Sell	-1,302	Closed	-$37K	–	1038
2022 Q3	$37K	Buy	+1,302	New	+$41.3K	0.02%	454

Other funds holding SSUS

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

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

PFS

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

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

IWM

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

ATPW

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

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

Householder Group Estate & Retirement Specialist's SSUS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q4 2024, closing a stake of 357 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in SSUS in Q3 2022 and held it in 7 quarters. The position peaked at $44.7K in Q3 2023. 70 funds tracked by Wall St. Rank hold SSUS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 357 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q4 2024, an estimated $14K.
Householder Group Estate & Retirement Specialist first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $44.7K in Q3 2023.
70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.