CPRC
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Consolidated Portfolio Review Corp’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-9,245
Closed -$206K – 383
2024
Q3 		$206K Buy
+9,245
New +$200K 0.05% 296
2023
Q3 		– Sell
-11,168
Closed -$227K – 320
2023
Q2 		$227K Buy
+11,168
New +$225K 0.05% 280

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Consolidated Portfolio Review Corp's HNDL Position: Q4 2024 in Review

Consolidated Portfolio Review Corp sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2024, closing a stake of 9,245 shares — an estimated $206K sold.

Consolidated Portfolio Review Corp first reported a position in HNDL in Q2 2023 and held it in 2 quarters. The position peaked at $227K in Q2 2023. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

  • Consolidated Portfolio Review Corp reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 9,245 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $206K.
  • Consolidated Portfolio Review Corp first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2023 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $227K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2024, filed 27 Jan 2025.