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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
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% +$2.33K 0.01% 913
2025
Q3 		$479K Sell
9,911
-411
-4% -$19.1K 0.01% 875
2025
Q2 		$464K Sell
10,322
-533
-5% -$22.1K 0.01% 812
2025
Q1 		$442K Buy
10,855
+872
+9% +$36.9K 0.02% 758
2024
Q4 		$420K Sell
9,983
-227
-2% -$9.68K 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

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Independent Financial Group's SSUS Position: Q2 2026 in Review

Independent Financial Group reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 40% in Q2 2026, selling an estimated $210K and leaving 5,964 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1193.

Independent Financial Group first reported a position in SSUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $758K in Q4 2023. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • Independent Financial Group held 5,964 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $330K as of Q2 2026.
  • Independent Financial Group sold 3,958 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $210K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1193 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 16 quarters since.
  • Independent Financial Group's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $758K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.