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Fernwood Investment Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-534
Closed -$11.3K – 403
2024
Q1 		$11.3K Buy
+534
New +$11.1K ﹤0.01% 548

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $43.3B AUM 29.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fernwood Investment Management's HNDL Position: Q2 2024 in Review

Fernwood Investment Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2024, closing a stake of 534 shares — an estimated $11.3K sold.

Fernwood Investment Management first reported a position in HNDL in Q1 2024 and held it in 1 quarter. The position peaked at $11.3K in Q1 2024. 108 funds tracked by Wall St. Rank hold HNDL as of Q2 2024.

  • Fernwood Investment Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 534 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2024, an estimated $11.3K.
  • Fernwood Investment Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $11.3K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.