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North Ridge Wealth Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

North Ridge Wealth 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
2023
Q2 		– Sell
-10,501
Closed -$347K – 41
2023
Q1 		$347K Buy
+10,501
New +$337K 0.35% 30

Other funds holding SSUS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

North Ridge Wealth Advisors's SSUS Position: Q2 2023 in Review

North Ridge Wealth Advisors sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2023, closing a stake of 10,501 shares — an estimated $347K sold.

North Ridge Wealth Advisors first reported a position in SSUS in Q1 2023 and held it in 1 quarter. The position peaked at $347K in Q1 2023. 58 funds tracked by Wall St. Rank hold SSUS as of Q2 2023.

  • North Ridge Wealth Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2023 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 10,501 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2023, an estimated $347K.
  • North Ridge Wealth Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2023 and held it in 1 quarter.
  • North Ridge Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $347K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2023.

Based on North Ridge Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.