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

Independent Wealth 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
2026
Q2 		$4.27M Buy
77,252
+1,965
+3% +$104K 3.87% 9
2026
Q1 		$3.51M Sell
75,287
-60
-0.1% -$2.92K 3.45% 10
2025
Q4 		$3.67M Buy
+75,347
New +$3.67M 3.83% 8

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 Wealth Advisors's SSUS Position: Q2 2026 in Review

Independent Wealth Advisors increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 2.6% in Q2 2026, buying an estimated $104K and bringing the position to 77,252 shares worth $4.27M. The position accounts for 3.87% of the portfolio, ranked #9.

Independent Wealth Advisors first reported a position in SSUS in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • Independent Wealth Advisors held 77,252 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $4.27M as of Q2 2026.
  • Independent Wealth Advisors bought 1,965 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $104K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 3.87% of Independent Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Independent Wealth Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.