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

Capital Advisors Ltd’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
Q4 		– Sell
-485
Closed -$11K – 1467
2024
Q3 		$11K Buy
485
+8
+2% +$173 ﹤0.01% 756
2024
Q2 		$10K Buy
477
+8
+2% +$166 ﹤0.01% 751
2024
Q1 		$10K Buy
469
+9
+2% +$187 ﹤0.01% 715
2023
Q4 		$10K Buy
460
+7
+2% +$137 ﹤0.01% 689
2023
Q3 		$9K Buy
453
+8
+2% +$160 ﹤0.01% 703
2023
Q2 		$9K Buy
445
+8
+2% +$161 ﹤0.01% 714
2023
Q1 		$9K Buy
437
+7
+2% +$141 ﹤0.01% 573
2022
Q4 		$8K Buy
430
+8
+2% +$158 ﹤0.01% 585
2022
Q3 		$8K Buy
422
+7
+2% +$149 ﹤0.01% 569
2022
Q2 		$9K Buy
415
+8
+2% +$177 ﹤0.01% 518
2022
Q1 		$10K Buy
407
+7
+2% +$170 ﹤0.01% 524
2021
Q4 		$10K Buy
400
+7
+2% +$180 ﹤0.01% 521
2021
Q3 		$10K Buy
+393
New +$10.1K ﹤0.01% 433

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Capital Advisors Ltd's HNDL Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2024, closing a stake of 485 shares — an estimated $11K sold.

Capital Advisors Ltd first reported a position in HNDL in Q3 2021 and held it in 13 quarters. The position peaked at $11K in Q3 2024. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 485 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $11K.
  • Capital Advisors Ltd first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 13 quarters.
  • Capital Advisors Ltd's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $11K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.