Belpointe Asset Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,736	Closed	-$35.1K	–	1768
2023 Q1	$35.1K	Buy	1,736 +9	+0.5%	+$181	﹤0.01%	1937
2022 Q4	$33.8K	Buy	+1,727	New	+$34.1K	﹤0.01%	1841
2022 Q3	–	Sell	-4,910	Closed	-$101K	–	1201
2022 Q2	$101K	Sell	4,910 -3,192	-39%	-$70.5K	0.01%	1115
2022 Q1	$195K	Sell	8,102 -3,947	-33%	-$95.9K	0.01%	923
2021 Q4	$313K	Buy	12,049 +1,532	+15%	+$39.3K	0.02%	687
2021 Q3	$263K	Buy	+10,517	New	+$270K	0.02%	746

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

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

Belpointe Asset Management's HNDL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2023, closing a stake of 1,736 shares — an estimated $35.1K sold.

Belpointe Asset Management first reported a position in HNDL in Q3 2021 and held it in 6 quarters. The position peaked at $313K in Q4 2021. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

Belpointe Asset Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,736 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $35.1K.
Belpointe Asset Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 6 quarters.
Belpointe Asset Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $313K in Q4 2021.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.