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

Palumbo 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
2026 Q2	$236K	Buy	+4,266	New	+$226K	0.05%	213
2026 Q1	–	Sell	-4,266	Closed	-$208K	–	233
2025 Q4	$208K	Sell	4,266 -688	-14%	-$33.5K	0.05%	202
2025 Q3	$239K	Sell	4,954 -2,920	-37%	-$135K	0.08%	160
2025 Q2	$354K	Sell	7,874 -1,435	-15%	-$59.6K	0.11%	131
2025 Q1	$379K	Hold	9,309	–	–	0.13%	113
2024 Q4	$392K	Hold	9,309	–	–	0.15%	103
2024 Q3	$387K	Sell	9,309 -233	-2%	-$9.32K	0.15%	102
2024 Q2	$377K	Buy	9,542 +76	+0.8%	+$2.9K	0.16%	95
2024 Q1	$364K	Buy	9,466 +215	+2%	+$7.92K	0.16%	96
2023 Q4	$330K	Buy	9,251 +2,831	+44%	+$97.9K	0.17%	93
2023 Q3	$219K	Buy	6,420 +153	+2%	+$5.43K	0.12%	108
2023 Q2	$223K	Buy	+6,267	New	+$211K	0.14%	98

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

Palumbo Wealth Management's SSUS Position: Q2 2026 in Review

Palumbo Wealth Management opened a new position in Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2026: 4,266 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings. This is a return to the name: Palumbo Wealth Management previously reported a position in SSUS as recently as Q4 2025.

Palumbo Wealth Management first reported a position in SSUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $392K in Q4 2024. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

Palumbo Wealth Management held 4,266 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $236K as of Q2 2026.
Day Hagan/Ned Davis Research Smart Sector ETF was a new Palumbo Wealth Management position in Q2 2026.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #213 holding.
Palumbo Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2023 and has held it in 12 quarters since.
Palumbo Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $392K in Q4 2024.
72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.