Sowell Financial Services’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-11,249	Closed	-$371K	–	796
2023 Q1	$371K	Buy	11,249 +1,113	+11%	+$35.7K	0.03%	506
2022 Q4	$309K	Buy	+10,136	New	+$311K	0.02%	482
2022 Q2	–	Sell	-27,452	Closed	-$695K	–	328
2022 Q1	$695K	Buy	27,452 +16,434	+149%	+$584K	0.12%	115
2021 Q4	$410K	Buy	11,018 +470	+4%	+$17K	0.02%	455
2021 Q3	$354K	Sell	10,548 -3,218	-23%	-$111K	0.02%	435
2021 Q2	$461K	Buy	13,766 +10,892	+379%	+$355K	0.03%	429
2021 Q1	$94K	Buy	+2,874	New	+$86.5K	﹤0.01%	1395

Other funds holding SSUS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sowell Financial Services's SSUS Position: Q2 2023 in Review

Sowell Financial Services sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2023, closing a stake of 11,249 shares — an estimated $371K sold.

Sowell Financial Services first reported a position in SSUS in Q1 2021 and held it in 7 quarters. The position peaked at $695K in Q1 2022. 58 funds tracked by Wall St. Rank hold SSUS as of Q2 2023.

Sowell Financial Services reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 11,249 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2023, an estimated $371K.
Sowell Financial Services first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q1 2021 and held it in 7 quarters.
Sowell Financial Services's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $695K in Q1 2022.
58 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.