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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
Q2 		$8.01M Sell
144,880
-2,692
-2% -$143K 1.31% 20
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

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

SkyOak Wealth's SSUS Position: Q2 2026 in Review

SkyOak Wealth reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 1.8% in Q2 2026, selling an estimated $143K and leaving 144,880 shares worth $8.01M. The position accounts for 1.31% of the portfolio, ranked #20.

SkyOak Wealth first reported a position in SSUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.13M in Q1 2022. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • SkyOak Wealth held 144,880 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $8.01M as of Q2 2026.
  • SkyOak Wealth sold 2,692 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $143K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 1.31% of SkyOak Wealth's portfolio in Q2 2026, its #20 holding.
  • SkyOak Wealth first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2022 and has held it in 18 quarters since.
  • SkyOak Wealth's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $8.13M in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.