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

Cetera Advisors’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
Q1 		$2.11M Sell
99,301
-8,218
-8% -$171K 0.02% 790
2023
Q4 		$2.22M Sell
107,519
-22,626
-17% -$442K 0.03% 467
2023
Q3 		$2.49M Sell
130,145
-14,907
-10% -$299K 0.04% 399
2023
Q2 		$2.95M Buy
145,052
+1,309
+0.9% +$26.4K 0.05% 360
2023
Q1 		$2.91M Buy
143,743
+411
+0.3% +$8.28K 0.05% 350
2022
Q4 		$2.81M Sell
143,332
-2,117
-1% -$41.9K 0.05% 356
2022
Q3 		$2.79M Buy
145,449
+3,319
+2% +$70.5K 0.07% 291
2022
Q2 		$2.93M Buy
142,130
+11,964
+9% +$264K 0.07% 302
2022
Q1 		$3.14M Buy
130,166
+45,667
+54% +$1.11M 0.06% 315
2021
Q4 		$2.19M Buy
84,499
+43,227
+105% +$1.11M 0.04% 377
2021
Q3 		$1.03M Buy
41,272
+17,967
+77% +$461K 0.02% 602
2021
Q2 		$597K Buy
23,305
+3,363
+17% +$85K 0.01% 740
2021
Q1 		$493K Buy
+19,942
New +$501K 0.01% 751
2020
Q3 		– Sell
-9,768
Closed -$236K – 971
2020
Q2 		$236K Sell
9,768
-1,197
-11% -$28K 0.01% 786
2020
Q1 		$242K Sell
10,965
-1,530
-12% -$36.3K 0.01% 668
2019
Q4 		$305K Buy
12,495
+4
+0% +$97 0.01% 709
2019
Q3 		$301K Buy
12,491
+1,549
+14% +$37.4K 0.01% 684
2019
Q2 		$263K Buy
10,942
+2,561
+31% +$60.6K 0.01% 752
2019
Q1 		$200K Buy
+8,381
New +$193K 0.01% 786

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cetera Advisors's HNDL Position: Q1 2024 in Review

Cetera Advisors reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 7.6% in Q1 2024, selling an estimated $171K and leaving 99,301 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #790.

Cetera Advisors first reported a position in HNDL in Q1 2019 and has held it in 19 quarters since. The position peaked at $3.14M in Q1 2022. 116 funds tracked by Wall St. Rank hold HNDL as of Q1 2024.

  • Cetera Advisors held 99,301 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $2.11M as of Q1 2024.
  • Cetera Advisors sold 8,218 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2024, an estimated $171K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #790 holding.
  • Cetera Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2019 and has held it in 19 quarters since.
  • Cetera Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $3.14M in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.