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

Western Wealth 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 Q4	–	Sell	-7,003	Closed	-$291K	–	751
2024 Q3	$291K	Hold	7,003	–	–	0.02%	604
2024 Q2	$277K	Sell	7,003 -315	-4%	-$12K	0.02%	525
2024 Q1	$281K	Buy	7,318 +110	+2%	+$4.05K	0.02%	523
2023 Q4	$257K	Sell	7,208 -1,500	-17%	-$51.9K	0.02%	592
2023 Q3	$297K	Sell	8,708 -400	-4%	-$14.2K	0.03%	512
2023 Q2	$323K	Sell	9,108 -220	-2%	-$7.41K	0.03%	489
2023 Q1	$308K	Buy	9,328 +80	+0.9%	+$2.56K	0.03%	491
2022 Q4	$282K	Sell	9,248 -9,128	-50%	-$280K	0.03%	479
2022 Q3	$531K	Hold	18,376	–	–	0.03%	463
2022 Q2	$573K	Buy	18,376 +716	+4%	+$23.4K	0.03%	439
2022 Q1	$628K	Buy	17,660 +10,940	+163%	+$389K	0.03%	465
2021 Q4	$250K	Buy	+6,720	New	+$242K	0.02%	519

Other funds holding SSUS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

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

Western Wealth Management's SSUS Position: Q4 2024 in Review

Western Wealth Management sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q4 2024, closing a stake of 7,003 shares — an estimated $291K sold.

Western Wealth Management first reported a position in SSUS in Q4 2021 and held it in 12 quarters. The position peaked at $628K in Q1 2022. 70 funds tracked by Wall St. Rank hold SSUS as of Q4 2024.

Western Wealth Management reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 7,003 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q4 2024, an estimated $291K.
Western Wealth Management first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2021 and held it in 12 quarters.
Western Wealth Management's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $628K in Q1 2022.
70 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.