Bellwether Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bellwether Advisors’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	-31,780	Closed	-$610K	–	498
2022 Q3	$610K	Sell	31,780 -3,165	-9%	-$67.3K	0.2%	66
2022 Q2	$719K	Hold	34,945	–	–	0.23%	70
2022 Q1	$842K	Buy	34,945 +7,795	+29%	+$189K	0.25%	71
2021 Q4	$705K	Buy	+27,150	New	+$697K	0.22%	73

Other funds holding HNDL

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Bellwether Advisors's HNDL Position: Q4 2022 in Review

Bellwether Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2022, closing a stake of 31,780 shares — an estimated $610K sold.

Bellwether Advisors first reported a position in HNDL in Q4 2021 and held it in 4 quarters. The position peaked at $842K in Q1 2022. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

Bellwether Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 31,780 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2022, an estimated $610K.
Bellwether Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 4 quarters.
Bellwether Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $842K in Q1 2022.
122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.