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

Kellett 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
2022
Q1 		– Sell
-13,150
Closed -$341K – 69
2021
Q4 		$341K Buy
+13,150
New +$337K 0.26% 39

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kellett Wealth Advisors's HNDL Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2022, closing a stake of 13,150 shares — an estimated $341K sold.

Kellett Wealth Advisors first reported a position in HNDL in Q4 2021 and held it in 1 quarter. The position peaked at $341K in Q4 2021. 140 funds tracked by Wall St. Rank hold HNDL as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 13,150 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2022, an estimated $341K.
  • Kellett Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $341K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.