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

Kingsview Wealth Management’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	-5,144	Closed	-$203K	–	1151
2024 Q2	$203K	Sell	5,144 -650	-11%	-$24.8K	﹤0.01%	987
2024 Q1	$223K	Sell	5,794 -1,680	-22%	-$61.9K	0.01%	928
2023 Q4	$266K	Sell	7,474 -723	-9%	-$25K	0.01%	809
2023 Q3	$280K	Sell	8,197 -1,012	-11%	-$35.9K	0.01%	775
2023 Q2	$327K	Sell	9,209 -2,836	-24%	-$95.5K	0.01%	720
2023 Q1	$398K	Sell	12,045 -80,213	-87%	-$2.57M	0.02%	639
2022 Q4	$2.81M	Buy	92,258 +1,799	+2%	+$55.3K	0.12%	195
2022 Q3	$2.62M	Buy	90,459 +13,583	+18%	+$431K	0.12%	188
2022 Q2	$2.4M	Buy	76,876 +44,954	+141%	+$1.47M	0.11%	196
2022 Q1	$1.14M	Buy	+31,922	New	+$1.13M	0.05%	355

Other funds holding SSUS

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Kingsview Wealth Management's SSUS Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q3 2024, closing a stake of 5,144 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in SSUS in Q1 2022 and held it in 10 quarters. The position peaked at $2.81M in Q4 2022. 64 funds tracked by Wall St. Rank hold SSUS as of Q3 2024.

Kingsview Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 5,144 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2024, an estimated $203K.
Kingsview Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and held it in 10 quarters.
Kingsview Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $2.81M in Q4 2022.
64 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.