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

IVC 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
2024 Q2	–	Sell	-11,000	Closed	-$233K	–	167
2024 Q1	$233K	Hold	11,000	–	–	0.13%	147
2023 Q4	$227K	Sell	11,000 -210	-2%	-$4.1K	0.14%	135
2023 Q3	$214K	Hold	11,210	–	–	0.14%	133
2023 Q2	$228K	Buy	11,210 +210	+2%	+$4.23K	0.14%	130
2023 Q1	$223K	Hold	11,000	–	–	0.16%	128
2022 Q4	$215K	Hold	11,000	–	–	0.16%	139
2022 Q3	$211K	Buy	+11,000	New	+$234K	0.17%	131

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

IVC Wealth Advisors's HNDL Position: Q2 2024 in Review

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

IVC Wealth Advisors first reported a position in HNDL in Q3 2022 and held it in 7 quarters. The position peaked at $233K in Q1 2024. 108 funds tracked by Wall St. Rank hold HNDL as of Q2 2024.

IVC Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2024 after selling out during the quarter.
IVC Wealth Advisors sold 11,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2024, an estimated $233K.
IVC Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2022 and held it in 7 quarters.
IVC Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $233K in Q1 2024.
108 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2024.

Based on IVC Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.