Cresset Asset Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Cresset Asset Management’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	-10,836	Closed	-$241K	–	1963
2024 Q3	$241K	Buy	10,836 +153	+1%	+$3.31K	﹤0.01%	1908
2024 Q2	$226K	Buy	10,683 +152	+1%	+$3.15K	﹤0.01%	1845
2024 Q1	$223K	Buy	10,531 +149	+1%	+$3.1K	﹤0.01%	1723
2023 Q4	$215K	Buy	10,382 +143	+1%	+$2.79K	﹤0.01%	1665
2023 Q3	$196K	Sell	10,239 -1,961	-16%	-$39.3K	﹤0.01%	1633
2023 Q2	$248K	Buy	+12,200	New	+$246K	﹤0.01%	1617

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Cresset Asset Management's HNDL Position: Q4 2024 in Review

Cresset Asset Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2024, closing a stake of 10,836 shares — an estimated $241K sold.

Cresset Asset Management first reported a position in HNDL in Q2 2023 and held it in 6 quarters. The position peaked at $248K in Q2 2023. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

Cresset Asset Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 10,836 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $241K.
Cresset Asset Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2023 and held it in 6 quarters.
Cresset Asset Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $248K in Q2 2023.
107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.