Williams & Novak’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History

Williams & Novak’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 Q3	$283K	Buy	5,050 +550	+12%	+$30.6K	0.17%	104
2026 Q2	$249K	Buy	+4,500	New	+$238K	0.16%	105
2024 Q2	–	Sell	-13,260	Closed	-$472K	–	134
2024 Q1	$472K	Hold	13,260	–	–	0.54%	47
2023 Q4	$472K	Buy	+13,260	New	+$458K	0.54%	47

Other funds holding SSUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

JCM

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Williams & Novak's SSUS Position: Q3 2026 in Review

Williams & Novak increased its Day Hagan/Ned Davis Research Smart Sector ETF (SSUS) stake by 12% in Q3 2026, buying an estimated $30.6K and bringing the position to 5,050 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #104.

Williams & Novak first reported a position in SSUS in Q4 2023 and has held it in 4 quarters since. The position peaked at $472K in Q1 2024. 9 funds tracked by Wall St. Rank hold SSUS as of Q3 2026.

Williams & Novak held 5,050 shares of Day Hagan/Ned Davis Research Smart Sector ETF worth $283K as of Q3 2026.
Williams & Novak bought 550 Day Hagan/Ned Davis Research Smart Sector ETF shares in Q3 2026, an estimated $30.6K.
Day Hagan/Ned Davis Research Smart Sector ETF made up 0.17% of Williams & Novak's portfolio in Q3 2026, its #104 holding.
Williams & Novak first reported a position in Day Hagan/Ned Davis Research Smart Sector ETF in Q4 2023 and has held it in 4 quarters since.
Williams & Novak's Day Hagan/Ned Davis Research Smart Sector ETF position peaked at $472K in Q1 2024.
9 funds tracked by Wall St. Rank held Day Hagan/Ned Davis Research Smart Sector ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.