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

MGB 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
2025 Q4	$392K	Buy	8,036 +17	+0.2%	+$827	0.11%	152
2025 Q3	$387K	Sell	8,019 -917	-10%	-$42.5K	0.11%	155
2025 Q2	$402K	Sell	8,936 -52	-0.6%	-$2.16K	0.13%	148
2025 Q1	$366K	Sell	8,988 -15	-0.2%	-$635	0.13%	148
2024 Q4	$379K	Buy	9,003 +6	+0.1%	+$256	0.12%	140
2024 Q3	$374K	Buy	8,997 +16	+0.2%	+$640	0.14%	140
2024 Q2	$364K	Hold	8,981	–	–	0.14%	139
2024 Q1	$345K	Buy	8,981 +25	+0.3%	+$921	0.14%	144
2023 Q4	$319K	Buy	+8,956	New	+$310K	0.16%	141

Other funds holding SSUS

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

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

PSP

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

OIA

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

MGB Wealth Management's SSUS Position: Q4 2025 in Review

MGB Wealth Management increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 0.21% in Q4 2025, buying an estimated $827 and bringing the position to 8,036 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #152.

MGB Wealth Management first reported a position in SSUS in Q4 2023 and has held it in 9 quarters since. The position peaked at $402K in Q2 2025. 68 funds tracked by Wall St. Rank hold SSUS as of Q4 2025.

MGB Wealth Management held 8,036 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $392K as of Q4 2025.
MGB Wealth Management bought 17 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q4 2025, an estimated $827.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #152 holding.
MGB Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $402K in Q2 2025.
68 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.