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Next Financial Group’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Next Financial Group’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
2021
Q4 		$409K Buy
10,996
+5,896
+116% +$213K 0.03% 629
2021
Q3 		$171K Buy
5,100
+1,900
+59% +$65.3K 0.01% 910
2021
Q2 		$107K Buy
+3,200
New +$104K 0.01% 1085

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Next Financial Group's SSUS Position: Q4 2021 in Review

Next Financial Group increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 116% in Q4 2021, buying an estimated $213K and bringing the position to 10,996 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #629.

Next Financial Group first reported a position in SSUS in Q2 2021 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold SSUS as of Q4 2021.

  • Next Financial Group held 10,996 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $409K as of Q4 2021.
  • Next Financial Group bought 5,896 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q4 2021, an estimated $213K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #629 holding.
  • Next Financial Group first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2021 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.