Financial Architects (New Jersey)’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Financial Architects (New Jersey)’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	$581K	Buy	28,562 +440	+2%	+$8.86K	0.09%	192
2023 Q1	$569K	Sell	28,122 -307	-1%	-$6.19K	0.09%	192
2022 Q4	$557K	Sell	28,429 -1,872	-6%	-$37K	0.09%	196
2022 Q3	$582K	Buy	+30,301	New	+$644K	0.1%	180
2022 Q2	–	Sell	-33,507	Closed	-$808K	–	115
2022 Q1	$808K	Sell	33,507 -1,097	-3%	-$26.7K	0.12%	163
2021 Q4	$899K	Buy	+34,604	New	+$888K	0.12%	158

Other funds holding HNDL

LPL Financial San Diego, California $445B AUM 25.58% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

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

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

Financial Architects (New Jersey)'s HNDL Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 1.6% in Q2 2023, buying an estimated $8.86K and bringing the position to 28,562 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #192.

Financial Architects (New Jersey) first reported a position in HNDL in Q4 2021 and has held it in 6 quarters since. The position peaked at $899K in Q4 2021. 124 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

Financial Architects (New Jersey) held 28,562 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $581K as of Q2 2023.
Financial Architects (New Jersey) bought 440 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $8.86K.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #192 holding.
Financial Architects (New Jersey) first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and has held it in 6 quarters since.
Financial Architects (New Jersey)'s Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $899K in Q4 2021.
124 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.