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

Retirement Solution’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 Q3	–	Sell	-14,626	Closed	-$301K	–	33
2022 Q2	$301K	Sell	14,626 -10,242	-41%	-$226K	0.16%	27
2022 Q1	$600K	Sell	24,868 -521	-2%	-$12.7K	0.27%	22
2021 Q4	$660K	Buy	25,389 +6,748	+36%	+$173K	0.28%	21
2021 Q3	$465K	Buy	+18,641	New	+$478K	0.21%	27

Other funds holding HNDL

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AWS

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

PAG

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Retirement Solution's HNDL Position: Q3 2022 in Review

Retirement Solution sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2022, closing a stake of 14,626 shares — an estimated $301K sold.

Retirement Solution first reported a position in HNDL in Q3 2021 and held it in 4 quarters. The position peaked at $660K in Q4 2021. 125 funds tracked by Wall St. Rank hold HNDL as of Q3 2022.

Retirement Solution reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2022 after selling out during the quarter.
Retirement Solution sold 14,626 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2022, an estimated $301K.
Retirement Solution first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 4 quarters.
Retirement Solution's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $660K in Q4 2021.
125 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2022.

Based on Retirement Solution's 13F filing for Q3 2022, filed 17 Oct 2022.