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

HB 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
2023
Q3 		– Sell
-11,213
Closed -$228K – 769
2023
Q2 		$228K Buy
11,213
+8
+0.1% +$161 ﹤0.01% 628
2023
Q1 		$227K Buy
11,205
+7
+0.1% +$141 ﹤0.01% 638
2022
Q4 		$219K Buy
11,198
+425
+4% +$8.4K ﹤0.01% 623
2022
Q3 		$207K Hold
10,773
– – ﹤0.01% 538
2022
Q2 		$222K Buy
10,773
+1,000
+10% +$22.1K ﹤0.01% 518
2022
Q1 		$236K Buy
+9,773
New +$238K ﹤0.01% 521

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

HB Wealth Management's HNDL Position: Q3 2023 in Review

HB Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2023, closing a stake of 11,213 shares — an estimated $228K sold.

HB Wealth Management first reported a position in HNDL in Q1 2022 and held it in 6 quarters. The position peaked at $236K in Q1 2022. 117 funds tracked by Wall St. Rank hold HNDL as of Q3 2023.

  • HB Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2023 after selling out during the quarter.
  • HB Wealth Management sold 11,213 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2023, an estimated $228K.
  • HB Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 6 quarters.
  • HB Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $236K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2023.

Based on HB Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.