Bank of Montreal
HNDL icon

Bank of Montreal’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-750
Closed -$15.9K – 4029
2024
Q1 		$15.9K Hold
750
– – ﹤0.01% 3641
2023
Q4 		$15.6K Hold
750
– – ﹤0.01% 3750
2023
Q3 		$15K Hold
750
– – ﹤0.01% 3594
2023
Q2 		$15.3K Hold
750
– – ﹤0.01% 3765
2023
Q1 		$15.2K Hold
750
– – ﹤0.01% 3567
2022
Q4 		$15.1K Sell
750
-2,129
-74% -$42.1K ﹤0.01% 3731
2022
Q3 		$59 Buy
2,879
+2,129
+284% +$45.2K ﹤0.01% 3590
2022
Q2 		$16 Hold
750
– – ﹤0.01% 3793
2022
Q1 		$18K Sell
750
-856
-53% -$20.8K ﹤0.01% 3936
2021
Q4 		$42K Buy
1,606
+1,510
+1,573% +$38.7K ﹤0.01% 3264
2021
Q3 		$2K Buy
+96
New +$2.46K ﹤0.01% 3773

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Bank of Montreal's HNDL Position: Q2 2024 in Review

Bank of Montreal sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2024, closing a stake of 750 shares — an estimated $15.9K sold.

Bank of Montreal first reported a position in HNDL in Q3 2021 and held it in 11 quarters. The position peaked at $42K in Q4 2021. 108 funds tracked by Wall St. Rank hold HNDL as of Q2 2024.

  • Bank of Montreal reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 750 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2024, an estimated $15.9K.
  • Bank of Montreal first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 11 quarters.
  • Bank of Montreal's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $42K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.