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Copperleaf Capital’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Copperleaf Capital’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
2023
Q2 		– Sell
-13,083
Closed -$265K – 79
2023
Q1 		$265K Buy
+13,083
New +$264K 0.26% 62

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Copperleaf Capital's HNDL Position: Q2 2023 in Review

Copperleaf Capital sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2023, closing a stake of 13,083 shares — an estimated $265K sold.

Copperleaf Capital first reported a position in HNDL in Q1 2023 and held it in 1 quarter. The position peaked at $265K in Q1 2023. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

  • Copperleaf Capital reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2023 after selling out during the quarter.
  • Copperleaf Capital sold 13,083 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $265K.
  • Copperleaf Capital first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2023 and held it in 1 quarter.
  • Copperleaf Capital's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $265K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Copperleaf Capital's 13F filing for Q2 2023, filed 11 Aug 2023.