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Key Financial Inc’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-8,510
Closed -$205K – 1120
2022
Q1 		$205K Buy
+8,510
New +$207K 0.1% 160

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BFG
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BCA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Key Financial Inc's HNDL Position: Q2 2022 in Review

Key Financial Inc sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2022, closing a stake of 8,510 shares — an estimated $205K sold.

Key Financial Inc first reported a position in HNDL in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2022.

  • Key Financial Inc reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2022 after selling out during the quarter.
  • Key Financial Inc sold 8,510 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2022, an estimated $205K.
  • Key Financial Inc first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 1 quarter.
  • Key Financial Inc's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $205K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2022.

Based on Key Financial Inc's 13F filing for Q2 2022, filed 26 Jul 2022.