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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

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

DLHL

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Prosperity Financial Group's SSUS Position: Q2 2024 in Review

Prosperity Financial Group sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2024, closing a stake of 27,543 shares — an estimated $1.06M sold.

Prosperity Financial Group first reported a position in SSUS in Q4 2022 and held it in 6 quarters. The position peaked at $1.06M in Q1 2024. 70 funds tracked by Wall St. Rank hold SSUS as of Q2 2024.

Prosperity Financial Group reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2024 after selling out during the quarter.
Prosperity Financial Group sold 27,543 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2024, an estimated $1.06M.
Prosperity Financial Group first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2022 and held it in 6 quarters.
Prosperity Financial Group's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.06M in Q1 2024.
70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2024.

Based on Prosperity Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.