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

Lifeworks 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
2024
Q2 		– Sell
-22,000
Closed -$467K – 230
2024
Q1 		$467K Buy
+22,000
New +$457K 0.13% 133

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Lifeworks Advisors's HNDL Position: Q2 2024 in Review

Lifeworks Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2024, closing a stake of 22,000 shares — an estimated $467K sold.

Lifeworks Advisors first reported a position in HNDL in Q1 2024 and held it in 1 quarter. The position peaked at $467K in Q1 2024. 108 funds tracked by Wall St. Rank hold HNDL as of Q2 2024.

  • Lifeworks Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 22,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2024, an estimated $467K.
  • Lifeworks Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2024 and held it in 1 quarter.
  • Lifeworks Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $467K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2024.

Based on Lifeworks Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.