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

Focused 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
2022 Q4	–	Sell	-299	Closed	-$6K	–	1130
2022 Q3	$6K	Buy	299 +6	+2%	+$128	﹤0.01%	590
2022 Q2	$6K	Buy	293 +5	+2%	+$110	﹤0.01%	583
2022 Q1	$7K	Buy	288 +5	+2%	+$122	﹤0.01%	604
2021 Q4	$7K	Buy	283 +5	+2%	+$128	﹤0.01%	643
2021 Q3	$7K	Buy	+278	New	+$7.13K	﹤0.01%	657

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Focused Wealth Management's HNDL Position: Q4 2022 in Review

Focused Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2022, closing a stake of 299 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in HNDL in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

Focused Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 299 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2022, an estimated $6K.
Focused Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 5 quarters.
Focused Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $7K in Q1 2022.
122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.