WE
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Wealth Effects’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Wealth Effects’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 		$266K Buy
4,810
+107
+2% +$5.67K 0.07% 207
2026
Q1 		$220K Buy
4,703
+114
+2% +$5.56K 0.08% 205
2025
Q4 		$224K Sell
4,589
-999
-18% -$48.6K 0.07% 188
2025
Q3 		$270K Sell
5,588
-1,008
-15% -$46.7K 0.09% 172
2025
Q2 		$297K Buy
6,596
+169
+3% +$7.02K 0.11% 152
2025
Q1 		$262K Sell
6,427
-169
-3% -$7.15K 0.11% 157
2024
Q4 		$277K Sell
6,596
-8
-0.1% -$341 0.1% 166
2024
Q3 		$275K Sell
6,604
-50
-0.8% -$2K 0.1% 161
2024
Q2 		$263K Sell
6,654
-7,585
-53% -$289K 0.1% 159
2024
Q1 		$547K Sell
14,239
-14,285
-50% -$526K 0.2% 100
2023
Q4 		$1.02M Buy
+28,524
New +$986K 0.38% 59

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

Wealth Effects's SSUS Position: Q2 2026 in Review

Wealth Effects increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 2.3% in Q2 2026, buying an estimated $5.67K and bringing the position to 4,810 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #207.

Wealth Effects first reported a position in SSUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2023. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • Wealth Effects held 4,810 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $266K as of Q2 2026.
  • Wealth Effects bought 107 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $5.67K.
  • Day Hagan/Ned Davis Research Smart Sector ETF made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #207 holding.
  • Wealth Effects first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Effects's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.02M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.