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

Retirement 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
2024 Q1	$44K	Hold	2,075	–	–	0.02%	248
2023 Q4	$42.9K	Hold	2,075	–	–	0.02%	242
2023 Q3	$39.7K	Hold	2,075	–	–	0.02%	233
2023 Q2	$42.2K	Hold	2,075	–	–	0.02%	228
2023 Q1	$42K	Hold	2,075	–	–	0.02%	216
2022 Q4	$41K	Buy	2,075 +775	+60%	+$15.3K	0.02%	201
2022 Q3	$25K	Sell	1,300 -775	-37%	-$16.5K	0.02%	162
2022 Q2	$43K	Hold	2,075	–	–	0.02%	231
2022 Q1	$50K	Buy	+2,075	New	+$50.4K	0.02%	231
2021 Q3	–	Sell	-9,000	Closed	-$231K	–	660
2021 Q2	$231K	Hold	9,000	–	–	0.11%	101
2021 Q1	$223K	Buy	+9,000	New	+$226K	0.1%	122

Other funds holding HNDL

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Retirement Group's HNDL Position: Q1 2024 in Review

Retirement Group held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q1 2024 at 2,075 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #248.

Retirement Group first reported a position in HNDL in Q1 2021 and has held it in 11 quarters since. The position peaked at $231K in Q2 2021. 116 funds tracked by Wall St. Rank hold HNDL as of Q1 2024.

Retirement Group held 2,075 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $44K as of Q1 2024.
Retirement Group left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q1 2024.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #248 holding.
Retirement Group first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and has held it in 11 quarters since.
Retirement Group's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $231K in Q2 2021.
116 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.