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Jay A. Fishman Ltd’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Jay A. Fishman Ltd’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
Q1 		– Sell
-5,775
Closed -$206K – 95
2023
Q4 		$206K Buy
+5,775
New +$200K 0.02% 87

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Jay A. Fishman Ltd's SSUS Position: Q1 2024 in Review

Jay A. Fishman Ltd sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2024, closing a stake of 5,775 shares — an estimated $206K sold.

Jay A. Fishman Ltd first reported a position in SSUS in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 76 funds tracked by Wall St. Rank hold SSUS as of Q1 2024.

  • Jay A. Fishman Ltd reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Jay A. Fishman Ltd sold 5,775 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2024, an estimated $206K.
  • Jay A. Fishman Ltd first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and held it in 1 quarter.
  • Jay A. Fishman Ltd's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $206K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2024.

Based on Jay A. Fishman Ltd's 13F filing for Q1 2024, filed 23 Apr 2024.