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

BerganKDV 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
2023 Q2	$286K	Hold	14,070	–	–	0.03%	205
2023 Q1	$285K	Hold	14,070	–	–	0.03%	213
2022 Q4	$275K	Hold	14,070	–	–	0.03%	210
2022 Q3	$270K	Hold	14,070	–	–	0.03%	210
2022 Q2	$290K	Buy	+14,070	New	+$311K	0.03%	216

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

BerganKDV Wealth Management's HNDL Position: Q2 2023 in Review

BerganKDV Wealth Management held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q2 2023 at 14,070 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #205.

BerganKDV Wealth Management first reported a position in HNDL in Q2 2022 and has held it in 5 quarters since. The position peaked at $290K in Q2 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

BerganKDV Wealth Management held 14,070 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $286K as of Q2 2023.
BerganKDV Wealth Management left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q2 2023.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #205 holding.
BerganKDV Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2022 and has held it in 5 quarters since.
BerganKDV Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $290K in Q2 2022.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.