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 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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealth Effects's SSUS Position: Q1 2026 in Review

Wealth Effects increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 2.5% in Q1 2026, buying an estimated $5.56K and bringing the position to 4,703 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #205.

Wealth Effects first reported a position in SSUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2023. 67 funds tracked by Wall St. Rank hold SSUS as of Q1 2026.

Wealth Effects held 4,703 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $220K as of Q1 2026.
Wealth Effects bought 114 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q1 2026, an estimated $5.56K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #205 holding.
Wealth Effects first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Effects's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $1.02M in Q4 2023.
67 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.