Commonwealth Financial Services’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Commonwealth Financial Services’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	-12,375	Closed	-$264K	–	204
2024 Q4	$264K	Sell	12,375 -341	-3%	-$7.47K	0.05%	159
2024 Q3	$283K	Hold	12,716	–	–	0.06%	158
2024 Q2	$272K	Sell	12,716 -8,318	-40%	-$172K	0.06%	152
2024 Q1	$435K	Hold	21,034	–	–	0.1%	100
2023 Q4	$435K	Sell	21,034 -3,106	-13%	-$60.7K	0.1%	100
2023 Q3	$461K	Buy	+24,140	New	+$484K	0.14%	100

Other funds holding HNDL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Commonwealth Financial Services's HNDL Position: Q1 2025 in Review

Commonwealth Financial Services sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2025, closing a stake of 12,375 shares — an estimated $264K sold.

Commonwealth Financial Services first reported a position in HNDL in Q3 2023 and held it in 6 quarters. The position peaked at $461K in Q3 2023. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2025.

Commonwealth Financial Services reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Financial Services sold 12,375 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2025, an estimated $264K.
Commonwealth Financial Services first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2023 and held it in 6 quarters.
Commonwealth Financial Services's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $461K in Q3 2023.
99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2025.

Based on Commonwealth Financial Services's 13F filing for Q1 2025, filed 9 May 2025.