RIA
SSUS icon

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

Regal 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
2024
Q1 		– Sell
-6,784
Closed -$242K – 600
2023
Q4 		$242K Sell
6,784
-274
-4% -$9.47K 0.02% 466
2023
Q3 		$241K Sell
7,058
-1,548
-18% -$55K 0.02% 431
2023
Q2 		$306K Buy
8,606
+1,581
+23% +$53.2K 0.03% 392
2023
Q1 		$232K Buy
+7,025
New +$225K 0.02% 449
2022
Q4 		– Sell
-9,212
Closed -$266K – 513
2022
Q3 		$266K Sell
9,212
-6,842
-43% -$217K 0.03% 388
2022
Q2 		$501K Sell
16,054
-4,258
-21% -$139K 0.05% 277
2022
Q1 		$723K Sell
20,312
-609
-3% -$21.6K 0.07% 258
2021
Q4 		$779K Sell
20,921
-781
-4% -$28.2K 0.07% 280
2021
Q3 		$728K Sell
21,702
-760
-3% -$26.1K 0.07% 286
2021
Q2 		$753K Buy
+22,462
New +$731K 0.08% 266

Other funds holding SSUS

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $1.77B AUM 17.63% 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

Regal Investment Advisors's SSUS Position: Q1 2024 in Review

Regal Investment Advisors sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2024, closing a stake of 6,784 shares — an estimated $242K sold.

Regal Investment Advisors first reported a position in SSUS in Q2 2021 and held it in 10 quarters. The position peaked at $779K in Q4 2021. 76 funds tracked by Wall St. Rank hold SSUS as of Q1 2024.

  • Regal Investment Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,784 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2024, an estimated $242K.
  • Regal Investment Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2021 and held it in 10 quarters.
  • Regal Investment Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $779K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.