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MassMutual Private Wealth & Trust’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q4 		– Sell
-380
Closed -$13K – 2080
2023
Q3 		$13K Hold
380
– – ﹤0.01% 917
2023
Q2 		$13.5K Buy
+380
New +$12.8K ﹤0.01% 868

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

MassMutual Private Wealth & Trust's SSUS Position: Q4 2023 in Review

MassMutual Private Wealth & Trust sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q4 2023, closing a stake of 380 shares — an estimated $13K sold.

MassMutual Private Wealth & Trust first reported a position in SSUS in Q2 2023 and held it in 2 quarters. The position peaked at $13.5K in Q2 2023. 69 funds tracked by Wall St. Rank hold SSUS as of Q4 2023.

  • MassMutual Private Wealth & Trust reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q4 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 380 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q4 2023, an estimated $13K.
  • MassMutual Private Wealth & Trust first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2023 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $13.5K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q4 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2023, filed 3 Jan 2024.