Glassman Wealth Services’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Glassman Wealth Services’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 Q4	–	Sell	-4,000	Closed	-$76.4K	–	2021
2023 Q3	$76.4K	Hold	4,000	–	–	0.01%	326
2023 Q2	$81.3K	Hold	4,000	–	–	0.01%	301
2023 Q1	$80.9K	Hold	4,000	–	–	0.01%	294
2022 Q4	$78.3K	Hold	4,000	–	–	0.01%	315
2022 Q3	$77K	Hold	4,000	–	–	0.02%	293
2022 Q2	$82K	Hold	4,000	–	–	0.02%	292
2022 Q1	$96K	Hold	4,000	–	–	0.02%	266
2021 Q4	$104K	Hold	4,000	–	–	0.02%	235
2021 Q3	$100K	Hold	4,000	–	–	0.02%	240
2021 Q2	$102K	Hold	4,000	–	–	0.02%	230
2021 Q1	$99K	Buy	+4,000	New	+$100K	0.02%	225

Other funds holding HNDL

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

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Glassman Wealth Services's HNDL Position: Q4 2023 in Review

Glassman Wealth Services sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2023, closing a stake of 4,000 shares — an estimated $76.4K sold.

Glassman Wealth Services first reported a position in HNDL in Q1 2021 and held it in 11 quarters. The position peaked at $104K in Q4 2021. 119 funds tracked by Wall St. Rank hold HNDL as of Q4 2023.

Glassman Wealth Services reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 4,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2023, an estimated $76.4K.
Glassman Wealth Services first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 11 quarters.
Glassman Wealth Services's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $104K in Q4 2021.
119 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.