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

Mount Yale 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	$1.91M	Sell	40,877 -5,067	-11%	-$247K	0.04%	380
2025 Q4	$2.24M	Buy	45,944 +18,291	+66%	+$890K	0.11%	174
2025 Q3	$1.34M	Buy	+27,653	New	+$1.28M	0.09%	227
2024 Q3	–	Sell	-5,700	Closed	-$225K	–	602
2024 Q2	$225K	Sell	5,700 -3,876	-40%	-$148K	0.02%	500
2024 Q1	$368K	Buy	9,576 +1,530	+19%	+$56.3K	0.03%	408
2023 Q4	$287K	Buy	+8,046	New	+$278K	0.03%	421

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

Mount Yale Investment Advisors's SSUS Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 11% in Q1 2026, selling an estimated $247K and leaving 40,877 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #380.

Mount Yale Investment Advisors first reported a position in SSUS in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.24M in Q4 2025. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Mount Yale Investment Advisors held 40,877 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $1.91M as of Q1 2026.
Mount Yale Investment Advisors sold 5,067 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $247K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #380 holding.
Mount Yale Investment Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $2.24M 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 Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.