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

MinichMacGregor 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
2020
Q2 		– Sell
-818,558
Closed -$17.6M – 104
2020
Q1 		$17.6M Buy
+818,558
New +$18.9M 15.8% 1

Other funds holding SSUS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MinichMacGregor Wealth Management's SSUS Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2020, closing a stake of 818,558 shares — an estimated $17.6M sold.

MinichMacGregor Wealth Management first reported a position in SSUS in Q1 2020 and held it in 1 quarter. The position peaked at $17.6M in Q1 2020. 12 funds tracked by Wall St. Rank hold SSUS as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 818,558 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2020, an estimated $17.6M.
  • MinichMacGregor Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2020 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $17.6M in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.