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

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-140,532
Closed -$5.91M – 736
2024
Q4 		$5.91M Buy
140,532
+915
+0.7% +$39K 0.28% 87
2024
Q3 		$5.81M Sell
139,617
-1,589
-1% -$63.6K 0.27% 90
2024
Q2 		$5.58M Sell
141,206
-1,813
-1% -$69.2K 0.28% 88
2024
Q1 		$5.5M Sell
143,019
-8,598
-6% -$317K 0.33% 76
2023
Q4 		$5.4M Sell
151,617
-24,907
-14% -$861K 0.31% 88
2023
Q3 		$6.02M Sell
176,524
-2,807
-2% -$99.6K 0.4% 62
2023
Q2 		$6.37M Buy
179,331
+83,094
+86% +$2.8M 0.45% 50
2023
Q1 		$3.18M Buy
96,237
+113
+0.1% +$3.62K 0.24% 117
2022
Q4 		$2.93M Sell
96,124
-1,218
-1% -$37.4K 0.24% 119
2022
Q3 		$2.81M Sell
97,342
-814
-0.8% -$25.8K 0.3% 95
2022
Q2 		$3.06M Sell
98,156
-780
-0.8% -$25.5K 0.28% 97
2022
Q1 		$3.52M Sell
98,936
-1,552
-2% -$55.1K 0.29% 94
2021
Q4 		$3.74M Sell
100,488
-38,969
-28% -$1.41M 0.27% 104
2021
Q3 		$4.68M Sell
139,457
-5,144
-4% -$177K 0.4% 61
2021
Q2 		$4.85M Sell
144,601
-702
-0.5% -$22.9K 0.43% 57
2021
Q1 		$4.49M Buy
145,303
+117,257
+418% +$3.53M 0.48% 51
2020
Q4 		$820K Buy
28,046
+296
+1% +$8.2K 0.11% 184
2020
Q3 		$729K Buy
+27,750
New +$715K 0.18% 136

Other funds holding SSUS

Raymond James Financial
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

Stratos Wealth Advisors sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q1 2025, closing a stake of 140,532 shares — an estimated $5.91M sold.

Stratos Wealth Advisors first reported a position in SSUS in Q3 2020 and held it in 18 quarters. The position peaked at $6.37M in Q2 2023. 70 funds tracked by Wall St. Rank hold SSUS as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 140,532 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2025, an estimated $5.91M.
  • Stratos Wealth Advisors first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q3 2020 and held it in 18 quarters.
  • Stratos Wealth Advisors's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $6.37M in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2025.

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