Householder Group Estate & Retirement Specialist’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$136K	Sell	6,422 -1,894	-23%	-$41.5K	0.1%	130
2024 Q3	$185K	Sell	8,316 -1,710	-17%	-$37K	0.05%	254
2024 Q2	$211K	Buy	10,026 +235	+2%	+$4.87K	0.06%	240
2024 Q1	$208K	Sell	9,791 -290	-3%	-$6.03K	0.06%	237
2023 Q4	$208K	Sell	10,081 -2,219	-18%	-$43.3K	0.07%	236
2023 Q3	$235K	Buy	+12,300	New	+$246K	0.08%	200
2023 Q1	$418K	Buy	+20,675	New	+$417K	0.16%	121
2022 Q4	–	Sell	-24,376	Closed	-$468K	–	643
2022 Q3	$468K	Buy	24,376 +2,354	+11%	+$50K	0.19%	115
2022 Q2	$454K	Buy	22,022 +2,366	+12%	+$52.2K	0.2%	121
2022 Q1	$474K	Buy	19,656 +1,844	+10%	+$44.8K	0.19%	124
2021 Q4	$463K	Buy	+17,812	New	+$457K	0.17%	134

Other funds holding HNDL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HNDL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 23% in Q4 2024, selling an estimated $41.5K and leaving 6,422 shares worth $136K. The position accounts for 0.1% of the portfolio, ranked #130.

Householder Group Estate & Retirement Specialist first reported a position in HNDL in Q4 2021 and has held it in 11 quarters since. The position peaked at $474K in Q1 2022. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6,422 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $136K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,894 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $41.5K.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #130 holding.
Householder Group Estate & Retirement Specialist first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $474K in Q1 2022.
107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.