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Stratos Wealth Advisors’s Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF SSFI Stock Holding History

Stratos Wealth Advisors’s Portfolio SSFI Stock Details SSFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-345,487
Closed -$7.2M – 735
2024
Q4 		$7.2M Buy
345,487
+2,008
+0.6% +$43K 0.34% 71
2024
Q3 		$7.52M Buy
343,479
+31
+0% +$672 0.34% 69
2024
Q2 		$7.23M Buy
343,448
+2,235
+0.7% +$47.1K 0.36% 69
2024
Q1 		$7.23M Buy
341,213
+6,354
+2% +$135K 0.43% 57
2023
Q4 		$7.15M Sell
334,859
-17,475
-5% -$366K 0.41% 53
2023
Q3 		$7.3M Buy
352,334
+1,943
+0.6% +$41.6K 0.48% 40
2023
Q2 		$7.61M Buy
350,391
+47,914
+16% +$1.04M 0.54% 30
2023
Q1 		$6.61M Sell
302,477
-2,336
-0.8% -$50.9K 0.51% 37
2022
Q4 		$6.49M Sell
304,813
-7,305
-2% -$157K 0.54% 36
2022
Q3 		$6.66M Sell
312,118
-2,762
-0.9% -$61.8K 0.7% 24
2022
Q2 		$7.07M Sell
314,880
-1,253
-0.4% -$28.6K 0.64% 24
2022
Q1 		$7.5M Sell
316,133
-2,088
-0.7% -$50.4K 0.61% 31
2021
Q4 		$7.92M Buy
+318,221
New +$7.94M 0.57% 34

Other funds holding SSFI

DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Stratos Wealth Advisors's SSFI Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF (SSFI) in Q1 2025, closing a stake of 345,487 shares — an estimated $7.2M sold.

Stratos Wealth Advisors first reported a position in SSFI in Q4 2021 and held it in 13 quarters. The position peaked at $7.92M in Q4 2021. 12 funds tracked by Wall St. Rank hold SSFI as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 345,487 Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF shares in Q1 2025, an estimated $7.2M.
  • Stratos Wealth Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF in Q4 2021 and held it in 13 quarters.
  • Stratos Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF position peaked at $7.92M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.