Independent Financial Group
SSUS icon

Independent Financial Group’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Independent Financial Group’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
Q3 		$334K Hold
5,964
– – 0.01% 1197
2026
Q2 		$330K Sell
5,964
-3,958
-40% -$210K 0.01% 1193
2026
Q1 		$463K Sell
9,922
-37
-0.4% -$1.8K 0.01% 961
2025
Q4 		$486K Buy
9,959
+48
+0.5% +$2.34K 0.01% 913
2025
Q3 		$479K Sell
9,911
-411
-4% -$19.1K 0.01% 875
2025
Q2 		$464K Sell
10,322
-533
-5% -$22.2K 0.01% 812
2025
Q1 		$442K Buy
10,855
+872
+9% +$36.9K 0.02% 758
2024
Q4 		$420K Sell
9,983
-227
-2% -$9.7K 0.01% 762
2024
Q3 		$425K Buy
10,210
+600
+6% +$24K 0.02% 718
2024
Q2 		$380K Sell
9,610
-2,476
-20% -$94.5K 0.02% 724
2024
Q1 		$465K Sell
12,086
-9,199
-43% -$339K 0.02% 610
2023
Q4 		$758K Buy
21,285
+722
+4% +$25K 0.04% 436
2023
Q3 		$702K Sell
20,563
-32
-0.2% -$1.14K 0.05% 406
2023
Q2 		$731K Buy
20,595
+7,840
+61% +$264K 0.05% 386
2023
Q1 		$421K Buy
+12,755
New +$409K 0.03% 500
2022
Q2 		– Sell
-6,300
Closed -$224K – 805
2022
Q1 		$224K Hold
6,300
– – 0.02% 706
2021
Q4 		$235K Buy
+6,300
New +$227K 0.02% 678

Other funds holding SSUS

Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IWA
Independent Wealth Advisors Cary, North Carolina $121M AUM 11.79% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Independent Financial Group's SSUS Position: Q3 2026 in Review

Independent Financial Group held its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) position steady in Q3 2026 at 5,964 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1197.

Independent Financial Group first reported a position in SSUS in Q4 2021 and has held it in 17 quarters since. The position peaked at $758K in Q4 2023. 40 funds tracked by Wall St. Rank hold SSUS as of Q3 2026.

  • Independent Financial Group held 5,964 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $334K as of Q3 2026.
  • Independent Financial Group left its Day Hagan/Ned Davis Research Smart Sector ETF share count unchanged in Q3 2026.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1197 holding.
  • Independent Financial Group first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2021 and has held it in 17 quarters since.
  • Independent Financial Group's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $758K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.