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Roman Butler Fullerton & Co’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Roman Butler Fullerton & Co’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
2026
Q1 		$2.59M Sell
53,244
-347
-0.6% -$16.9K 0.71% 33
2025
Q4 		$2.64M Sell
53,591
-375
-0.7% -$18.2K 0.69% 35
2025
Q3 		$2.66M Buy
53,966
+7,401
+16% +$343K 0.71% 31
2025
Q2 		$2.29M Sell
46,565
-4,519
-9% -$188K 0.67% 32
2025
Q1 		$2M Buy
51,084
+1,080
+2% +$45.7K 0.78% 26
2024
Q4 		$2.16M Buy
50,004
+1,179
+2% +$50.3K 0.68% 33
2024
Q3 		$2.05M Sell
48,825
-700
-1% -$28K 0.62% 37
2024
Q2 		$2.02M Sell
49,525
-2,106
-4% -$80.3K 0.65% 38
2024
Q1 		$1.89M Sell
51,631
-307
-0.6% -$11.3K 0.71% 33
2023
Q4 		$1.88M Sell
51,938
-208
-0.4% -$7.19K 0.73% 35
2023
Q3 		$1.8M Buy
52,146
+12,865
+33% +$457K 0.85% 28
2023
Q2 		$1.43M Buy
39,281
+8,820
+29% +$297K 0.66% 41
2023
Q1 		$992K Buy
30,461
+6,375
+26% +$204K 0.49% 62
2022
Q4 		$768K Sell
24,086
-10,031
-29% -$308K 0.4% 81
2022
Q3 		$985K Sell
34,117
-16,220
-32% -$515K 0.63% 48
2022
Q2 		$1.59M Buy
50,337
+200
+0.4% +$6.55K 0.88% 26
2022
Q1 		$1.78M Buy
+50,137
New +$1.78M 0.83% 30

Other funds holding SSUS

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Raymond James Financial
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Roman Butler Fullerton & Co's SSUS Position: Q1 2026 in Review

Roman Butler Fullerton & Co reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 0.65% in Q1 2026, selling an estimated $16.9K and leaving 53,244 shares worth $2.59M. The position accounts for 0.71% of the portfolio, ranked #33.

Roman Butler Fullerton & Co first reported a position in SSUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.66M in Q3 2025. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

  • Roman Butler Fullerton & Co held 53,244 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $2.59M as of Q1 2026.
  • Roman Butler Fullerton & Co sold 347 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $16.9K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.71% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #33 holding.
  • Roman Butler Fullerton & Co first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and has held it in 17 quarters since.
  • Roman Butler Fullerton & Co's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $2.66M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.