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Reilly Financial Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Reilly Financial Advisors’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 		$13K Buy
515
+9
+2% +$231 ﹤0.01% 662
2021
Q3 		$13K Buy
+506
New +$13K ﹤0.01% 612

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 $1.96B AUM 20.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $79.5B AUM 27.1% 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 $21.5B AUM 26.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Reilly Financial Advisors's HNDL Position: Q4 2021 in Review

Reilly Financial Advisors increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 1.8% in Q4 2021, buying an estimated $231 and bringing the position to 515 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Reilly Financial Advisors first reported a position in HNDL in Q3 2021 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold HNDL as of Q4 2021.

  • Reilly Financial Advisors held 515 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $13K as of Q4 2021.
  • Reilly Financial Advisors bought 9 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2021, an estimated $231.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #662 holding.
  • Reilly Financial Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.