SPIA
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Steward Partners Investment Advisory’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Steward Partners Investment Advisory’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 		$8.67M Sell
156,703
-6,145
-4% -$325K 0.04% 388
2026
Q1 		$7.6M Sell
162,848
-6,471
-4% -$315K 0.04% 392
2025
Q4 		$8.25M Sell
169,319
-4,602
-3% -$224K 0.05% 340
2025
Q3 		$8.4M Buy
173,921
+247
+0.1% +$11.5K 0.05% 327
2025
Q2 		$7.81M Sell
173,674
-11,120
-6% -$462K 0.06% 308
2025
Q1 		$7.52M Sell
184,794
-3,084
-2% -$131K 0.07% 300
2024
Q4 		$7.9M Buy
187,878
+242
+0.1% +$10.3K 0.07% 269
2024
Q3 		$7.8M Buy
187,636
+15,819
+9% +$633K 0.07% 269
2024
Q2 		$6.79M Sell
171,817
-2,995
-2% -$114K 0.07% 275
2024
Q1 		$6.72M Sell
174,812
-4,018
-2% -$148K 0.07% 274
2023
Q4 		$6.37M Buy
178,830
+5,107
+3% +$177K 0.09% 238
2023
Q3 		$5.93M Buy
173,723
+1,123
+0.7% +$39.9K 0.09% 234
2023
Q2 		$6.13M Buy
172,600
+25,838
+18% +$870K 0.09% 231
2023
Q1 		$4.84M Sell
146,762
-2,920
-2% -$93.6K 0.08% 260
2022
Q4 		$4.56M Sell
149,682
-5,760
-4% -$177K 0.08% 264
2022
Q3 		$4.5M Buy
155,442
+791
+0.5% +$25.1K 0.08% 255
2022
Q2 		$4.82M Buy
154,651
+3,230
+2% +$106K 0.09% 246
2022
Q1 		$5.39M Buy
151,421
+102,084
+207% +$3.63M 0.08% 247
2021
Q4 		$1.84M Buy
49,337
+8,985
+22% +$324K 0.03% 512
2021
Q3 		$1.35M Buy
40,352
+40,152
+20,076% +$1.38M 0.02% 564
2021
Q2 		$7K Buy
+200
New +$6.51K ﹤0.01% 6385

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

Steward Partners Investment Advisory's SSUS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 3.8% in Q2 2026, selling an estimated $325K and leaving 156,703 shares worth $8.67M. The position accounts for 0.04% of the portfolio, ranked #388.

Steward Partners Investment Advisory first reported a position in SSUS in Q2 2021 and has held it in 21 quarters since. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • Steward Partners Investment Advisory held 156,703 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $8.67M as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,145 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $325K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #388 holding.
  • Steward Partners Investment Advisory first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2021 and has held it in 21 quarters since.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.