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Lee, Danner & Bass’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-99
Closed -$2.12K – 431
2024
Q4 		$2.12K Buy
+99
New +$2.17K ﹤0.01% 670

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lee, Danner & Bass's HNDL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2025, closing a stake of 99 shares — an estimated $2.12K sold.

Lee, Danner & Bass first reported a position in HNDL in Q4 2024 and held it in 1 quarter. The position peaked at $2.12K in Q4 2024. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 99 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2025, an estimated $2.12K.
  • Lee, Danner & Bass first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.12K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.