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

Narwhal 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
2022 Q2	–	Sell	-18,000	Closed	-$434K	–	164
2022 Q1	$434K	Sell	18,000 -9,000	-33%	-$219K	0.05%	118
2021 Q4	$701K	Buy	+27,000	New	+$693K	0.08%	100

Other funds holding HNDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Narwhal Capital Management's HNDL Position: Q2 2022 in Review

Narwhal Capital Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2022, closing a stake of 18,000 shares — an estimated $434K sold.

Narwhal Capital Management first reported a position in HNDL in Q4 2021 and held it in 2 quarters. The position peaked at $701K in Q4 2021. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2022.

Narwhal Capital Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2022 after selling out during the quarter.
Narwhal Capital Management sold 18,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2022, an estimated $434K.
Narwhal Capital Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 2 quarters.
Narwhal Capital Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $701K in Q4 2021.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2022.

Based on Narwhal Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.