Atria Investments’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Atria Investments’s Portfolio HNDL Stock Details HNDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,181	Closed	-$236K	–	1964
2024 Q2	$236K	Buy	+11,181	New	+$232K	﹤0.01%	1727
2023 Q2	–	Sell	-68,943	Closed	-$1.39M	–	853
2023 Q1	$1.39M	Sell	68,943 -9,525	-12%	-$192K	0.03%	674
2022 Q4	$1.54M	Sell	78,468 -3,192	-4%	-$63.1K	0.03%	608
2022 Q3	$1.57M	Sell	81,660 -1,786	-2%	-$38K	0.03%	567
2022 Q2	$1.72M	Sell	83,446 -26,252	-24%	-$580K	0.04%	550
2022 Q1	$2.65M	Buy	+109,698	New	+$2.67M	0.05%	469

Other funds holding HNDL

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Atria Investments's HNDL Position: Q3 2024 in Review

Atria Investments sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2024, closing a stake of 11,181 shares — an estimated $236K sold.

Atria Investments first reported a position in HNDL in Q1 2022 and held it in 6 quarters. The position peaked at $2.65M in Q1 2022. 110 funds tracked by Wall St. Rank hold HNDL as of Q3 2024.

Atria Investments reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 11,181 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2024, an estimated $236K.
Atria Investments first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 6 quarters.
Atria Investments's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.65M in Q1 2022.
110 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.