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Triumph Capital Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Triumph Capital Management’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
2024
Q2 		– Sell
-8,708
Closed -$334K – 271
2024
Q1 		$334K Buy
8,708
+2,397
+38% +$88.3K 0.14% 156
2023
Q4 		$225K Sell
6,311
-6,857
-52% -$237K 0.1% 188
2023
Q3 		$449K Sell
13,168
-3,514
-21% -$125K 0.2% 111
2023
Q2 		$592K Buy
+16,682
New +$562K 0.27% 79

Other funds holding SSUS

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Triumph Capital Management's SSUS Position: Q2 2024 in Review

Triumph Capital Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2024, closing a stake of 8,708 shares — an estimated $334K sold.

Triumph Capital Management first reported a position in SSUS in Q2 2023 and held it in 4 quarters. The position peaked at $592K in Q2 2023. 70 funds tracked by Wall St. Rank hold SSUS as of Q2 2024.

  • Triumph Capital Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Triumph Capital Management sold 8,708 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2024, an estimated $334K.
  • Triumph Capital Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q2 2023 and held it in 4 quarters.
  • Triumph Capital Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $592K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2024.

Based on Triumph Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.