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

Bullock 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
2025 Q1	–	Sell	-503	Closed	-$10.7K	–	594
2024 Q4	$10.7K	Hold	503	–	–	0.01%	383
2024 Q3	$11.2K	Sell	503 -75	-13%	-$1.62K	0.01%	363
2024 Q2	$12.1K	Hold	578	–	–	0.01%	337
2024 Q1	$12.2K	Buy	+578	New	+$12K	0.01%	342

Other funds holding HNDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bullock Wealth Management's HNDL Position: Q1 2025 in Review

Bullock Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2025, closing a stake of 503 shares — an estimated $10.7K sold.

Bullock Wealth Management first reported a position in HNDL in Q1 2024 and held it in 4 quarters. The position peaked at $12.2K in Q1 2024. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2025.

Bullock Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2025 after selling out during the quarter.
Bullock Wealth Management sold 503 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2025, an estimated $10.7K.
Bullock Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2024 and held it in 4 quarters.
Bullock Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $12.2K in Q1 2024.
99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.