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Sterling Investment Advisors (Pennsylvania)’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-2,000
Closed -$41K – 270
2022
Q2 		$41K Hold
2,000
– – 0.01% 242
2022
Q1 		$48K Buy
+2,000
New +$48.6K 0.01% 255

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BFG
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Osaic Holdings
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BCA
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Cambridge Investment Research Advisors
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
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s HNDL Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2022, closing a stake of 2,000 shares — an estimated $41K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HNDL in Q1 2022 and held it in 2 quarters. The position peaked at $48K in Q1 2022. 125 funds tracked by Wall St. Rank hold HNDL as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,000 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2022, an estimated $41K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $48K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.