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McElhenny Sheffield Capital Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,125
Closed -$22K – 312
2022
Q4 		$22K Buy
+1,125
New +$22.2K 0.01% 253

Other funds holding HNDL

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

McElhenny Sheffield Capital Management's HNDL Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2023, closing a stake of 1,125 shares — an estimated $22K sold.

McElhenny Sheffield Capital Management first reported a position in HNDL in Q4 2022 and held it in 1 quarter. The position peaked at $22K in Q4 2022. 120 funds tracked by Wall St. Rank hold HNDL as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,125 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2023, an estimated $22K.
  • McElhenny Sheffield Capital Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $22K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.