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FormulaFolio Investments’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-42,076
Closed -$1.07M – 605
2020
Q4 		$1.07M Buy
+42,076
New +$1.05M 0.02% 312

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

FormulaFolio Investments's HNDL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2021, closing a stake of 42,076 shares — an estimated $1.07M sold.

FormulaFolio Investments first reported a position in HNDL in Q4 2020 and held it in 1 quarter. The position peaked at $1.07M in Q4 2020. 65 funds tracked by Wall St. Rank hold HNDL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 42,076 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2021, an estimated $1.07M.
  • FormulaFolio Investments first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $1.07M in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.