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

SkyOak Wealth’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	$6.89M	Buy	147,572 +512	+0.3%	+$25K	1.26%	21
2025 Q4	$7.17M	Sell	147,060 -1,718	-1%	-$83.6K	1.29%	22
2025 Q3	$7.19M	Sell	148,778 -11,223	-7%	-$520K	1.36%	21
2025 Q2	$7.2M	Sell	160,001 -72	-0%	-$2.99K	1.45%	18
2025 Q1	$6.52M	Sell	160,073 -4,398	-3%	-$186K	1.43%	20
2024 Q4	$6.92M	Sell	164,471 -4,593	-3%	-$196K	1.48%	17
2024 Q3	$7.03M	Sell	169,064 -543	-0.3%	-$21.7K	1.56%	14
2024 Q2	$6.7M	Sell	169,607 -4,426	-3%	-$169K	1.56%	16
2024 Q1	$6.69M	Sell	174,033 -1,234	-0.7%	-$45.4K	1.6%	16
2023 Q4	$6.24M	Sell	175,267 -5,508	-3%	-$190K	1.63%	13
2023 Q3	$6.17M	Sell	180,775 -3,009	-2%	-$107K	1.8%	12
2023 Q2	$6.53M	Sell	183,784 -7,974	-4%	-$269K	1.84%	12
2023 Q1	$6.33M	Sell	191,758 -5,591	-3%	-$179K	1.93%	10
2022 Q4	$6.01M	Sell	197,349 -20,996	-10%	-$645K	2.02%	10
2022 Q3	$6.32M	Sell	218,345 -7,951	-4%	-$252K	2.26%	7
2022 Q2	$7.06M	Sell	226,296 -2,376	-1%	-$77.8K	2.41%	6
2022 Q1	$8.13M	Buy	+228,672	New	+$8.12M	2.26%	8

Other funds holding SSUS

ATPW

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

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

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 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

SkyOak Wealth's SSUS Position: Q1 2026 in Review

SkyOak Wealth increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 0.35% in Q1 2026, buying an estimated $25K and bringing the position to 147,572 shares worth $6.89M. The position accounts for 1.26% of the portfolio, ranked #21.

SkyOak Wealth first reported a position in SSUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.13M in Q1 2022. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

SkyOak Wealth held 147,572 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $6.89M as of Q1 2026.
SkyOak Wealth bought 512 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $25K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 1.26% of SkyOak Wealth's portfolio in Q1 2026, its #21 holding.
SkyOak Wealth first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and has held it in 17 quarters since.
SkyOak Wealth's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $8.13M in Q1 2022.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.