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

Financial Advocates 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
2022 Q2	–	Sell	-14,365	Closed	-$346K	–	728
2022 Q1	$346K	Buy	14,365 +1,290	+10%	+$31.4K	0.02%	536
2021 Q4	$340K	Sell	13,075 -4,951	-27%	-$127K	0.02%	600
2021 Q3	$450K	Buy	18,026 +1,016	+6%	+$26.1K	0.03%	493
2021 Q2	$436K	Buy	17,010 +250	+1%	+$6.32K	0.03%	506
2021 Q1	$415K	Buy	+16,760	New	+$421K	0.03%	528

Other funds holding HNDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Financial Advocates Investment Management's HNDL Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2022, closing a stake of 14,365 shares — an estimated $346K sold.

Financial Advocates Investment Management first reported a position in HNDL in Q1 2021 and held it in 5 quarters. The position peaked at $450K in Q3 2021. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2022.

Financial Advocates Investment Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 14,365 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2022, an estimated $346K.
Financial Advocates Investment Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 5 quarters.
Financial Advocates Investment Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $450K in Q3 2021.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.