Ritholtz Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Ritholtz Wealth Management’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 Q4	–	Sell	-9,000	Closed	-$200K	–	875
2024 Q3	$200K	Buy	+9,000	New	+$195K	0.01%	816
2022 Q4	–	Sell	-10,000	Closed	-$192K	–	653
2022 Q3	$192K	Hold	10,000	–	–	0.01%	662
2022 Q2	$206K	Hold	10,000	–	–	0.01%	497
2022 Q1	$241K	Buy	+10,000	New	+$243K	0.02%	459

Other funds holding HNDL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Ritholtz Wealth Management's HNDL Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2024, closing a stake of 9,000 shares — an estimated $200K sold.

Ritholtz Wealth Management first reported a position in HNDL in Q1 2022 and held it in 4 quarters. The position peaked at $241K in Q1 2022. 107 funds tracked by Wall St. Rank hold HNDL as of Q4 2024.

Ritholtz Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 9,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2024, an estimated $200K.
Ritholtz Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 4 quarters.
Ritholtz Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $241K in Q1 2022.
107 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.