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Concord Wealth Partners’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-18
Closed – – 572
2022
Q2 		$0 Hold
18
– – ﹤0.01% 1290
2022
Q1 		$0 Hold
18
– – ﹤0.01% 1325
2021
Q4 		$0 Buy
+18
New +$462 ﹤0.01% 1321

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BCA
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Cambridge Investment Research Advisors
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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
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PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CA
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AWM
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Concord Wealth Partners's HNDL Position: Q3 2022 in Review

Concord Wealth Partners sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2022, closing a stake of 18 shares.

Concord Wealth Partners first reported a position in HNDL in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 125 funds tracked by Wall St. Rank hold HNDL as of Q3 2022.

  • Concord Wealth Partners reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 18 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2022.
  • Concord Wealth Partners first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $0 in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.