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Axxcess Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Axxcess Wealth Management’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
2022
Q4 		– Sell
-57,240
Closed -$1.1M – 635
2022
Q3 		$1.1M Buy
+57,240
New +$1.22M 0.1% 178
2022
Q1 		– Sell
-85,397
Closed -$2.22M – 668
2021
Q4 		$2.22M Buy
+85,397
New +$2.19M 0.16% 113

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Axxcess Wealth Management's HNDL Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2022, closing a stake of 57,240 shares — an estimated $1.1M sold.

Axxcess Wealth Management first reported a position in HNDL in Q4 2021 and held it in 2 quarters. The position peaked at $2.22M in Q4 2021. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 57,240 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2022, an estimated $1.1M.
  • Axxcess Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.22M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.