Money Concepts Capital’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Money Concepts Capital’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 Q2	–	Sell	-31,124	Closed	-$281K	–	404
2023 Q1	$281K	Buy	31,124 +16,641	+115%	+$335K	0.02%	364
2022 Q4	$284K	Buy	14,483 +11,666	+414%	+$231K	0.01%	572
2022 Q3	$54K	Sell	2,817 -8,267	-75%	-$176K	﹤0.01%	698
2022 Q2	$232K	Sell	11,084 -5,994	-35%	-$132K	0.02%	381
2022 Q1	$412K	Buy	17,078 +9,054	+113%	+$220K	0.02%	494
2021 Q4	$208K	Buy	+8,024	New	+$206K	0.02%	482

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Money Concepts Capital's HNDL Position: Q2 2023 in Review

Money Concepts Capital sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2023, closing a stake of 31,124 shares — an estimated $281K sold.

Money Concepts Capital first reported a position in HNDL in Q4 2021 and held it in 6 quarters. The position peaked at $412K in Q1 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

Money Concepts Capital reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 31,124 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $281K.
Money Concepts Capital first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 6 quarters.
Money Concepts Capital's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $412K in Q1 2022.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.