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ORG Partners’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

ORG Partners’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
Q4 		– Sell
-617
Closed -$11.8K – 1234
2023
Q3 		$11.8K Buy
617
+17
+3% +$341 ﹤0.01% 799
2023
Q2 		$12.2K Buy
+600
New +$12.1K ﹤0.01% 945

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

ORG Partners's HNDL Position: Q4 2023 in Review

ORG Partners sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2023, closing a stake of 617 shares — an estimated $11.8K sold.

ORG Partners first reported a position in HNDL in Q2 2023 and held it in 2 quarters. The position peaked at $12.2K in Q2 2023. 119 funds tracked by Wall St. Rank hold HNDL as of Q4 2023.

  • ORG Partners reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2023 after selling out during the quarter.
  • ORG Partners sold 617 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2023, an estimated $11.8K.
  • ORG Partners first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $12.2K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.