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

Journey Strategic Wealth’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
Q2 		– Sell
-8,652
Closed -$333K – 415
2024
Q1 		$333K Buy
+8,652
New +$319K 0.01% 173

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
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 $1.95B AUM 22.17% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Journey Strategic Wealth's SSUS Position: Q2 2024 in Review

Journey Strategic Wealth sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2024, closing a stake of 8,652 shares — an estimated $333K sold.

Journey Strategic Wealth first reported a position in SSUS in Q1 2024 and held it in 1 quarter. The position peaked at $333K in Q1 2024. 70 funds tracked by Wall St. Rank hold SSUS as of Q2 2024.

  • Journey Strategic Wealth reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,652 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2024, an estimated $333K.
  • Journey Strategic Wealth first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $333K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2024.

Based on Journey Strategic Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.