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 Q2	$2.26M	Sell	40,827 -50	-0.1%	-$2.65K	0.04%	387
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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFS

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Mount Yale Investment Advisors's SSUS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 0.12% in Q2 2026, selling an estimated $2.65K and leaving 40,827 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #387.

Mount Yale Investment Advisors first reported a position in SSUS in Q4 2023 and has held it in 7 quarters since. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

Mount Yale Investment Advisors held 40,827 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $2.26M as of Q2 2026.
Mount Yale Investment Advisors sold 50 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $2.65K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #387 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 7 quarters since.
72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.