Kades & Cheifetz’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Kades & Cheifetz’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	$9.64M	Sell	452,030 -6,982	-2%	-$153K	4.94%	3
2024 Q3	$10.2M	Buy	459,012 +21,239	+5%	+$460K	5.85%	3
2024 Q2	$9.25M	Buy	437,773 +6,537	+2%	+$135K	5.81%	2
2024 Q1	$9.15M	Buy	431,236 +209,183	+94%	+$4.35M	5.86%	3
2023 Q4	$4.59M	Buy	222,053 +63,529	+40%	+$1.24M	3.25%	10
2023 Q3	$3.03M	Buy	158,524 +81,310	+105%	+$1.63M	2.4%	12
2023 Q2	$1.57M	Buy	77,214 +7,317	+10%	+$147K	1.2%	25
2023 Q1	$1.41M	Buy	69,897 +10,563	+18%	+$213K	1.11%	26
2022 Q4	$1.16M	Buy	+59,334	New	+$1.17M	0.97%	27

Other funds holding HNDL

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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 $71M AUM 74.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kades & Cheifetz's HNDL Position: Q4 2024 in Review

Kades & Cheifetz reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 1.5% in Q4 2024, selling an estimated $153K and leaving 452,030 shares worth $9.64M. The position accounts for 4.94% of the portfolio, ranked #3.

Kades & Cheifetz first reported a position in HNDL in Q4 2022 and has held it in 9 quarters since. The position peaked at $10.2M in Q3 2024. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

Kades & Cheifetz held 452,030 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $9.64M as of Q4 2024.
Kades & Cheifetz sold 6,982 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $153K.
Strategy Shares Nasdaq 7HANDL Index ETF made up 4.94% of Kades & Cheifetz's portfolio in Q4 2024, its #3 holding.
Kades & Cheifetz first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2022 and has held it in 9 quarters since.
Kades & Cheifetz's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $10.2M in Q3 2024.
107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.