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 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

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

Palumbo Wealth Management's SSUS Position: Q1 2026 in Review

Palumbo Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2026, closing a stake of 4,266 shares — an estimated $208K sold.

Palumbo Wealth Management first reported a position in SSUS in Q2 2023 and held it in 11 quarters. The position peaked at $392K in Q4 2024. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Palumbo Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2026 after selling out during the quarter.
Palumbo Wealth Management sold 4,266 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $208K.
Palumbo Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2023 and held it in 11 quarters.
Palumbo Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $392K in Q4 2024.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.