Sage Private Wealth Group’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Sage Private Wealth 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
2025 Q2	–	Sell	-8,773	Closed	-$357K	–	100
2025 Q1	$357K	Hold	8,773	–	–	0.27%	59
2024 Q4	$369K	Hold	8,773	–	–	0.28%	52
2024 Q3	$365K	Sell	8,773 -382	-4%	-$15.3K	0.29%	56
2024 Q2	$362K	Sell	9,155 -389,925	-98%	-$14.9M	0.3%	52
2024 Q1	$15.3M	Buy	399,080 +82,847	+26%	+$3.05M	12.3%	3
2023 Q4	$11.3M	Sell	316,233 -5,188	-2%	-$179K	10.05%	5
2023 Q3	$11M	Buy	+321,421	New	+$11.4M	15.1%	3

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

Sage Private Wealth Group's SSUS Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2025, closing a stake of 8,773 shares — an estimated $357K sold.

Sage Private Wealth Group first reported a position in SSUS in Q3 2023 and held it in 7 quarters. The position peaked at $15.3M in Q1 2024. 61 funds tracked by Wall St. Rank hold SSUS as of Q2 2025.

Sage Private Wealth Group reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2025 after selling out during the quarter.
Sage Private Wealth Group sold 8,773 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2025, an estimated $357K.
Sage Private Wealth Group first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2023 and held it in 7 quarters.
Sage Private Wealth Group's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $15.3M 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 Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.