Realta Investment Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Realta Investment Advisors’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
2023 Q1	–	Sell	-35,737	Closed	-$1.09M	–	783
2022 Q4	$1.09M	Buy	35,737 +32,805	+1,119%	+$1.01M	0.27%	92
2022 Q3	$85K	Buy	+2,932	New	+$93.1K	0.02%	472

Other funds holding SSUS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PFS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATPW

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

IWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's SSUS Position: Q1 2023 in Review

Realta Investment Advisors sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2023, closing a stake of 35,737 shares — an estimated $1.09M sold.

Realta Investment Advisors first reported a position in SSUS in Q3 2022 and held it in 2 quarters. The position peaked at $1.09M in Q4 2022. 50 funds tracked by Wall St. Rank hold SSUS as of Q1 2023.

Realta Investment Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2023 after selling out during the quarter.
Realta Investment Advisors sold 35,737 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2023, an estimated $1.09M.
Realta Investment Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2022 and held it in 2 quarters.
Realta Investment Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.09M in Q4 2022.
50 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.