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Kestra Private Wealth Services’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Kestra Private Wealth Services’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
2022
Q2 		– Sell
-11,189
Closed -$398K – 1007
2022
Q1 		$398K Sell
11,189
-17,570
-61% -$624K 0.02% 654
2021
Q4 		$1.07M Buy
+28,759
New +$1.04M 0.05% 368

Other funds holding SSUS

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
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Kestra Private Wealth Services's SSUS Position: Q2 2022 in Review

Kestra Private Wealth Services sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2022, closing a stake of 11,189 shares — an estimated $398K sold.

Kestra Private Wealth Services first reported a position in SSUS in Q4 2021 and held it in 2 quarters. The position peaked at $1.07M in Q4 2021. 45 funds tracked by Wall St. Rank hold SSUS as of Q2 2022.

  • Kestra Private Wealth Services reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,189 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2022, an estimated $398K.
  • Kestra Private Wealth Services first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2021 and held it in 2 quarters.
  • Kestra Private Wealth Services's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.07M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2022.

Based on Kestra Private Wealth Services's 13F filing for Q2 2022, filed 12 Aug 2022.