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Lake Point Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Lake Point Wealth Management’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 		$2K Hold
100
– – ﹤0.01% 321
2022
Q1 		$2K Buy
+100
New +$2.43K ﹤0.01% 329

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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
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
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

Lake Point Wealth Management's HNDL Position: Q2 2022 in Review

Lake Point Wealth Management held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q2 2022 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Lake Point Wealth Management first reported a position in HNDL in Q1 2022 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2022.

  • Lake Point Wealth Management held 100 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q2 2022.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #321 holding.
  • Lake Point Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.