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

Kovack 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
2023
Q4 		– Sell
-15,937
Closed -$305K – 589
2023
Q3 		$305K Sell
15,937
-745
-4% -$14.9K 0.04% 386
2023
Q2 		$339K Sell
16,682
-54,370
-77% -$1.09M 0.04% 387
2023
Q1 		$1.44M Buy
71,052
+5,166
+8% +$104K 0.2% 119
2022
Q4 		$1.29M Sell
65,886
-10,715
-14% -$212K 0.19% 120
2022
Q3 		$1.47M Sell
76,601
-7,937
-9% -$169K 0.22% 99
2022
Q2 		$1.74M Sell
84,538
-5,905
-7% -$130K 0.23% 96
2022
Q1 		$2.18M Buy
90,443
+29,453
+48% +$716K 0.22% 90
2021
Q4 		$1.58M Buy
60,990
+6,536
+12% +$168K 0.15% 155
2021
Q3 		$1.36M Buy
54,454
+1,478
+3% +$37.9K 0.15% 163
2021
Q2 		$1.36M Buy
52,976
+44,426
+520% +$1.12M 0.15% 161
2021
Q1 		$212K Buy
+8,550
New +$215K 0.03% 568

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Kovack Advisors's HNDL Position: Q4 2023 in Review

Kovack Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2023, closing a stake of 15,937 shares — an estimated $305K sold.

Kovack Advisors first reported a position in HNDL in Q1 2021 and held it in 11 quarters. The position peaked at $2.18M in Q1 2022. 119 funds tracked by Wall St. Rank hold HNDL as of Q4 2023.

  • Kovack Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2023 after selling out during the quarter.
  • Kovack Advisors sold 15,937 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2023, an estimated $305K.
  • Kovack Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 11 quarters.
  • Kovack Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.18M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2023.

Based on Kovack Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.