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Next Financial Group’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Next Financial Group’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
2021
Q4 		$529K Buy
20,359
+655
+3% +$16.8K 0.03% 522
2021
Q3 		$491K Buy
19,704
+946
+5% +$24.3K 0.04% 477
2021
Q2 		$481K Buy
18,758
+4,545
+32% +$115K 0.04% 480
2021
Q1 		$352K Buy
+14,213
New +$357K 0.03% 555

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Next Financial Group's HNDL Position: Q4 2021 in Review

Next Financial Group increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 3.3% in Q4 2021, buying an estimated $16.8K and bringing the position to 20,359 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #522.

Next Financial Group first reported a position in HNDL in Q1 2021 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold HNDL as of Q4 2021.

  • Next Financial Group held 20,359 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $529K as of Q4 2021.
  • Next Financial Group bought 655 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2021, an estimated $16.8K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #522 holding.
  • Next Financial Group first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.