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

Clearview Wealth 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	–	Sell	-13,167	Closed	-$272K	–	120
2023 Q4	$272K	Sell	13,167 -2,469	-16%	-$48.2K	0.32%	99
2023 Q3	$299K	Sell	15,636 -1,449	-8%	-$29K	0.37%	89
2023 Q2	$347K	Sell	17,085 -2,083	-11%	-$41.9K	0.35%	79
2023 Q1	$388K	Buy	19,168 +194	+1%	+$3.91K	0.39%	75
2022 Q4	$372K	Sell	18,974 -4,689	-20%	-$92.7K	0.29%	73
2022 Q3	$454K	Sell	23,663 -642	-3%	-$13.6K	0.36%	52
2022 Q2	$501K	Buy	24,305 +2,428	+11%	+$53.6K	0.38%	50
2022 Q1	$527K	Buy	21,877 +19,131	+697%	+$465K	0.35%	49
2021 Q4	$71K	Buy	+2,746	New	+$70.5K	0.04%	194
2021 Q3	–	Sell	-180	Closed	-$5K	–	675
2021 Q2	$5K	Buy	+180	New	+$4.55K	﹤0.01%	509

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Clearview Wealth Advisors's HNDL Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2024, closing a stake of 13,167 shares — an estimated $272K sold.

Clearview Wealth Advisors first reported a position in HNDL in Q2 2021 and held it in 10 quarters. The position peaked at $527K in Q1 2022. 116 funds tracked by Wall St. Rank hold HNDL as of Q1 2024.

Clearview Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 13,167 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2024, an estimated $272K.
Clearview Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2021 and held it in 10 quarters.
Clearview Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $527K in Q1 2022.
116 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.