Leonard Rickey Investment Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Leonard Rickey Investment Advisors’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
2026 Q1	$321K	Sell	6,867 -670	-9%	-$32.7K	0.06%	90
2025 Q4	$367K	Sell	7,537 -30	-0.4%	-$1.46K	0.07%	85
2025 Q3	$366K	Buy	7,567 +11	+0.1%	+$510	0.07%	82
2025 Q2	$340K	Sell	7,556 -25	-0.3%	-$1.04K	0.07%	81
2025 Q1	$297K	Buy	7,581 +50	+0.7%	+$2.12K	0.06%	77
2024 Q4	$317K	Sell	7,531 -228	-3%	-$9.72K	0.07%	78
2024 Q3	$323K	Buy	7,759 +460	+6%	+$18.4K	0.07%	80
2024 Q2	$288K	Sell	7,299 -301	-4%	-$11.5K	0.07%	81
2024 Q1	$292K	Sell	7,600 -142	-2%	-$5.23K	0.08%	69
2023 Q4	$276K	Sell	7,742 -141	-2%	-$4.87K	0.08%	69
2023 Q3	$269K	Sell	7,883 -163	-2%	-$5.79K	0.09%	66
2023 Q2	$286K	Sell	8,046 -7	-0.1%	-$236	0.11%	57
2023 Q1	$266K	Buy	+8,053	New	+$258K	0.1%	56

Other funds holding SSUS

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Leonard Rickey Investment Advisors's SSUS Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 8.9% in Q1 2026, selling an estimated $32.7K and leaving 6,867 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #90.

Leonard Rickey Investment Advisors first reported a position in SSUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $367K in Q4 2025. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Leonard Rickey Investment Advisors held 6,867 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $321K as of Q1 2026.
Leonard Rickey Investment Advisors sold 670 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $32.7K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.06% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #90 holding.
Leonard Rickey Investment Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2023 and has held it in 13 quarters since.
Leonard Rickey Investment Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $367K in Q4 2025.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.