EWM
HNDL icon

Executive Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Executive Wealth 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
-18,065
Closed -$402K – 265
2024
Q3 		$402K Buy
18,065
+418
+2% +$9.05K 0.03% 189
2024
Q2 		$373K Buy
17,647
+61
+0.3% +$1.26K 0.07% 91
2024
Q1 		$370K Buy
17,586
+61
+0.3% +$1.27K 0.03% 175
2023
Q4 		$362K Buy
17,525
+57
+0.3% +$1.11K 0.03% 160
2023
Q3 		$334K Buy
17,468
+58
+0.3% +$1.16K 0.03% 157
2023
Q2 		$354K Buy
17,410
+57
+0.3% +$1.15K 0.04% 150
2023
Q1 		$351K Buy
17,353
+55
+0.3% +$1.11K 0.04% 151
2022
Q4 		$339K Buy
17,298
+16,967
+5,126% +$335K 0.04% 151
2022
Q3 		$331 Sell
331
-16,858
-98% -$358K 0.05% 141
2022
Q2 		$354K Buy
17,189
+54
+0.3% +$1.19K 0.05% 136
2022
Q1 		$413K Buy
17,135
+53
+0.3% +$1.29K 0.04% 142
2021
Q4 		$443K Buy
17,082
+51
+0.3% +$1.31K 0.04% 145
2021
Q3 		$424K Buy
17,031
+240
+1% +$6.16K 0.05% 138
2021
Q2 		$430K Sell
16,791
-187
-1% -$4.72K 0.05% 142
2021
Q1 		$420K Buy
+16,978
New +$427K 0.05% 138

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

Executive Wealth Management's HNDL Position: Q4 2024 in Review

Executive Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2024, closing a stake of 18,065 shares — an estimated $402K sold.

Executive Wealth Management first reported a position in HNDL in Q1 2021 and held it in 15 quarters. The position peaked at $443K in Q4 2021. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

  • Executive Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 18,065 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $402K.
  • Executive Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 15 quarters.
  • Executive Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $443K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.