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Whittier Trust’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Whittier Trust’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 		– Sell
-6,033
Closed -$287K – 1405
2026
Q1 		$287K Hold
6,033
– – ﹤0.01% 522
2025
Q4 		$299K Buy
+6,033
New +$293K ﹤0.01% 529

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

Whittier Trust's SSUS Position: Q2 2026 in Review

Whittier Trust sold out of Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) in Q2 2026, closing a stake of 6,033 shares — an estimated $287K sold.

Whittier Trust first reported a position in SSUS in Q4 2025 and held it in 2 quarters. The position peaked at $299K in Q4 2025. 72 funds tracked by Wall St. Rank hold SSUS as of Q2 2026.

  • Whittier Trust reported no remaining Day Hagan/Ned Davis Research Smart Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 6,033 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q2 2026, an estimated $287K.
  • Whittier Trust first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2025 and held it in 2 quarters.
  • Whittier Trust's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $299K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.