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

ICA Group 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
2024 Q2	–	Sell	-11,000	Closed	-$233K	–	1006
2024 Q1	$233K	Hold	11,000	–	–	0.05%	255
2023 Q4	$227K	Hold	11,000	–	–	0.05%	237
2023 Q3	$210K	Hold	11,000	–	–	0.06%	220
2023 Q2	$224K	Hold	11,000	–	–	0.06%	216
2023 Q1	$223K	Sell	11,000 -765	-7%	-$15.4K	0.05%	223
2022 Q4	$230K	Sell	11,765 -2,860	-20%	-$56.6K	0.05%	244
2022 Q3	$281K	Hold	14,625	–	–	0.06%	279
2022 Q2	$325K	Hold	14,625	–	–	0.06%	264
2022 Q1	$326K	Buy	+14,625	New	+$355K	0.06%	263

Other funds holding HNDL

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

SWM

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

ICA Group Wealth Management's HNDL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2024, closing a stake of 11,000 shares — an estimated $233K sold.

ICA Group Wealth Management first reported a position in HNDL in Q1 2022 and held it in 9 quarters. The position peaked at $326K in Q1 2022. 108 funds tracked by Wall St. Rank hold HNDL as of Q2 2024.

ICA Group Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 11,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2024, an estimated $233K.
ICA Group Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 9 quarters.
ICA Group Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $326K in Q1 2022.
108 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.