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

Prosperity 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
2024 Q2	–	Sell	-27,543	Closed	-$1.06M	–	155
2024 Q1	$1.06M	Hold	27,543	–	–	0.65%	44
2023 Q4	$981K	Hold	27,543	–	–	0.68%	35
2023 Q3	$940K	Sell	27,543 -828	-3%	-$29.4K	0.78%	32
2023 Q2	$1.01M	Sell	28,371 -24	-0.1%	-$808	0.89%	29
2023 Q1	$937K	Hold	28,395	–	–	0.95%	28
2022 Q4	$865K	Buy	+28,395	New	+$872K	0.93%	25

Other funds holding SSUS

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return