Avantax Advisory Services’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$910K	Sell	42,007 -2,137	-5%	-$44.5K	0.01%	1224
2025 Q1	$931K	Buy	44,144 +1,867	+4%	+$40K	0.01%	1131
2024 Q4	$902K	Buy	42,277 +3,670	+10%	+$80.4K	0.01%	1090
2024 Q3	$859K	Buy	38,607 +309	+0.8%	+$6.69K	0.01%	1110
2024 Q2	$809K	Buy	38,298 +136	+0.4%	+$2.82K	0.01%	1093
2024 Q1	$809K	Buy	38,162 +1,332	+4%	+$27.7K	0.01%	832
2023 Q4	$762K	Sell	36,830 -577	-2%	-$11.3K	0.01%	823
2023 Q3	$715K	Sell	37,407 -3,483	-9%	-$69.8K	0.01%	802
2023 Q2	$831K	Buy	40,890 +143	+0.4%	+$2.88K	0.01%	748
2023 Q1	$824K	Buy	40,747 +322	+0.8%	+$6.49K	0.01%	730
2022 Q4	$792K	Sell	40,425 -278	-0.7%	-$5.5K	0.01%	707
2022 Q3	$781K	Sell	40,703 -1,883	-4%	-$40K	0.01%	632
2022 Q2	$877K	Sell	42,586 -10,091	-19%	-$223K	0.01%	591
2022 Q1	$1.27M	Buy	52,677 +1,415	+3%	+$34.4K	0.02%	481
2021 Q4	$1.33M	Buy	51,262 +7,246	+16%	+$186K	0.02%	448
2021 Q3	$1.1M	Buy	44,016 +11,170	+34%	+$287K	0.02%	463
2021 Q2	$841K	Buy	32,846 +18,672	+132%	+$472K	0.02%	522
2021 Q1	$351K	Buy	+14,174	New	+$356K	0.01%	744

Other funds holding HNDL

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BFG

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

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

NFSG

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

Avantax Advisory Services's HNDL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 4.8% in Q2 2025, selling an estimated $44.5K and leaving 42,007 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #1224.

Avantax Advisory Services first reported a position in HNDL in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2021. 97 funds tracked by Wall St. Rank hold HNDL as of Q2 2025.

Avantax Advisory Services held 42,007 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $910K as of Q2 2025.
Avantax Advisory Services sold 2,137 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2025, an estimated $44.5K.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1224 holding.
Avantax Advisory Services first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $1.33M in Q4 2021.
97 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.