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

Prosperity 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
2025 Q2	–	Sell	-28,807	Closed	-$1.17M	–	274
2025 Q1	$1.17M	Sell	28,807 -1,171	-4%	-$49.6K	0.55%	32
2024 Q4	$1.26M	Sell	29,978 -269	-0.9%	-$11.5K	0.52%	32
2024 Q3	$1.26M	Sell	30,247 -51	-0.2%	-$2.04K	0.5%	33
2024 Q2	$1.2M	Sell	30,298 -56,014	-65%	-$2.14M	0.59%	30
2024 Q1	$3.32M	Sell	86,312 -3,804	-4%	-$140K	1.57%	12
2023 Q4	$3.21M	Sell	90,116 -6,712	-7%	-$232K	2.09%	9
2023 Q3	$3.3M	Buy	+96,828	New	+$3.44M	2.13%	9

Other funds holding SSUS

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

DLHL

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

Prosperity Wealth Management's SSUS Position: Q2 2025 in Review

Prosperity Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2025, closing a stake of 28,807 shares — an estimated $1.17M sold.

Prosperity Wealth Management first reported a position in SSUS in Q3 2023 and held it in 7 quarters. The position peaked at $3.32M in Q1 2024. 61 funds tracked by Wall St. Rank hold SSUS as of Q2 2025.

Prosperity Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Wealth Management sold 28,807 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2025, an estimated $1.17M.
Prosperity Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2023 and held it in 7 quarters.
Prosperity Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $3.32M in Q1 2024.
61 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.