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Integrated Investment Consultants’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Integrated Investment Consultants’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
Q3 		– Sell
-5,630
Closed -$216K – 380
2024
Q2 		$216K Hold
5,630
– – 0.06% 241
2024
Q1 		$216K Buy
+5,630
New +$207K 0.06% 241

Other funds holding SSUS

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Integrated Investment Consultants's SSUS Position: Q3 2024 in Review

Integrated Investment Consultants sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q3 2024, closing a stake of 5,630 shares — an estimated $216K sold.

Integrated Investment Consultants first reported a position in SSUS in Q1 2024 and held it in 2 quarters. The position peaked at $216K in Q2 2024. 64 funds tracked by Wall St. Rank hold SSUS as of Q3 2024.

  • Integrated Investment Consultants reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 5,630 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2024, an estimated $216K.
  • Integrated Investment Consultants first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2024 and held it in 2 quarters.
  • Integrated Investment Consultants's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $216K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2024.

Based on Integrated Investment Consultants's 13F filing for Q3 2024, filed 12 Nov 2024.