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IFP Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

IFP 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
2023
Q1 		– Sell
-89,053
Closed -$2.24M – 4313
2022
Q4 		$2.24M Sell
89,053
-9,876
-10% -$303K 0.06% 345
2022
Q3 		$2.48M Buy
98,929
+12,272
+14% +$389K 0.06% 326
2022
Q2 		$2.18M Hold
86,657
– – 0.07% 322
2022
Q1 		$2.18M Buy
+86,657
New +$3.08M 0.07% 322

Other funds holding SSUS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's SSUS Position: Q1 2023 in Review

IFP Advisors sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2023, closing a stake of 89,053 shares — an estimated $2.24M sold.

IFP Advisors first reported a position in SSUS in Q1 2022 and held it in 4 quarters. The position peaked at $2.48M in Q3 2022. 50 funds tracked by Wall St. Rank hold SSUS as of Q1 2023.

  • IFP Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 89,053 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2023, an estimated $2.24M.
  • IFP Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $2.48M in Q3 2022.
  • 50 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.