Carroll Financial Associates’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Carroll Financial Associates’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
2021 Q4	$50K	Hold	1,960	–	–	﹤0.01%	726
2021 Q3	$48K	Buy	+1,960	New	+$50.3K	﹤0.01%	749
2021 Q2	–	Sell	-50	Closed	-$1K	–	1750
2021 Q1	$1K	Buy	+50	New	+$1.26K	﹤0.01%	1566

Other funds holding HNDL

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

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

BFG

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

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Carroll Financial Associates's HNDL Position: Q4 2021 in Review

Carroll Financial Associates held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q4 2021 at 1,960 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Carroll Financial Associates first reported a position in HNDL in Q1 2021 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold HNDL as of Q4 2021.

Carroll Financial Associates held 1,960 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $50K as of Q4 2021.
Carroll Financial Associates left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q4 2021.
Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #726 holding.
Carroll Financial Associates first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and has held it in 3 quarters since.
128 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.