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

GeoWealth 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
2025 Q1	–	Sell	-346	Closed	-$7.38K	–	1386
2024 Q4	$7.38K	Hold	346	–	–	﹤0.01%	1517
2024 Q3	$7.7K	Buy	+346	New	+$7.49K	﹤0.01%	1400
2023 Q4	–	Sell	-196,156	Closed	-$3.75M	–	697
2023 Q3	$3.75M	Buy	+196,156	New	+$3.93M	0.43%	68

Other funds holding HNDL

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

PAG

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

BFG

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

NFSG

Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

GeoWealth Management's HNDL Position: Q1 2025 in Review

GeoWealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2025, closing a stake of 346 shares — an estimated $7.38K sold.

GeoWealth Management first reported a position in HNDL in Q3 2023 and held it in 3 quarters. The position peaked at $3.75M in Q3 2023. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2025.

GeoWealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 346 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2025, an estimated $7.38K.
GeoWealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2023 and held it in 3 quarters.
GeoWealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $3.75M in Q3 2023.
99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.