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Sargent Bickham Lagudis’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$12.9K Hold
659
– – ﹤0.01% 685
2022
Q3 		$13K Buy
+659
New +$14K ﹤0.01% 650

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 $1.79B AUM 15.72% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Sargent Bickham Lagudis's HNDL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q4 2022 at 659 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Sargent Bickham Lagudis first reported a position in HNDL in Q3 2022 and has held it in 2 quarters since. The position peaked at $13K in Q3 2022. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

  • Sargent Bickham Lagudis held 659 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $12.9K as of Q4 2022.
  • Sargent Bickham Lagudis left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q4 2022.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #685 holding.
  • Sargent Bickham Lagudis first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $13K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.