WFA of San Diego’s Ned Davis Research 360 Dynamic Allocation ETF NDAA Stock Holding History

WFA of San Diego’s Portfolio NDAA Stock Details NDAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96K	Buy	+90	New	+$2K	﹤0.01%	359

Other funds holding NDAA

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

WFA of San Diego's NDAA Position: Q1 2026 in Review

WFA of San Diego opened a new position in Ned Davis Research 360 Dynamic Allocation ETF (NDAA) in Q1 2026: 90 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

4 funds tracked by Wall St. Rank hold NDAA as of Q1 2026.

WFA of San Diego held 90 shares of Ned Davis Research 360 Dynamic Allocation ETF worth $1.96K as of Q1 2026.
Ned Davis Research 360 Dynamic Allocation ETF was a new WFA of San Diego position in Q1 2026.
Ned Davis Research 360 Dynamic Allocation ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #359 holding.
4 funds tracked by Wall St. Rank held Ned Davis Research 360 Dynamic Allocation ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.