HHM Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

HHM Wealth Advisors’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	-3,900	Closed	-$74.5K	–	778
2023 Q3	$74.5K	Hold	3,900	–	–	0.01%	227
2023 Q2	$79.3K	Hold	3,900	–	–	0.01%	233
2023 Q1	$78.9K	Hold	3,900	–	–	0.02%	224
2022 Q4	$76.4K	Hold	3,900	–	–	0.02%	196
2022 Q3	$75K	Hold	3,900	–	–	0.02%	185
2022 Q2	$80K	Hold	3,900	–	–	0.02%	213
2022 Q1	$94K	Hold	3,900	–	–	0.02%	227
2021 Q4	$101K	Hold	3,900	–	–	0.02%	216
2021 Q3	$97K	Hold	3,900	–	–	0.03%	209
2021 Q2	$100K	Hold	3,900	–	–	0.03%	203
2021 Q1	$96K	Buy	+3,900	New	+$98K	0.03%	193

Other funds holding HNDL

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFG

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

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

HHM Wealth Advisors's HNDL Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2023, closing a stake of 3,900 shares — an estimated $74.5K sold.

HHM Wealth Advisors first reported a position in HNDL in Q1 2021 and held it in 11 quarters. The position peaked at $101K in Q4 2021. 120 funds tracked by Wall St. Rank hold HNDL as of Q4 2023.

HHM Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 3,900 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2023, an estimated $74.5K.
HHM Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 11 quarters.
HHM Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $101K in Q4 2021.
120 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.