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Strategic Financial Concepts’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-41,861
Closed -$144K – 438
2024
Q2 		$144K Buy
41,861
+32,371
+341% +$671K 0.08% 150
2024
Q1 		$201K Buy
+9,490
New +$197K 0.05% 293
2023
Q4 		– Sell
-10,384
Closed -$198K – 192
2023
Q3 		$198K Buy
+10,384
New +$208K 0.07% 245

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
Cambridge Investment Research Advisors
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Strategic Financial Concepts's HNDL Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2024, closing a stake of 41,861 shares — an estimated $144K sold.

Strategic Financial Concepts first reported a position in HNDL in Q3 2023 and held it in 3 quarters. The position peaked at $201K in Q1 2024. 110 funds tracked by Wall St. Rank hold HNDL as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 41,861 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2024, an estimated $144K.
  • Strategic Financial Concepts first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2023 and held it in 3 quarters.
  • Strategic Financial Concepts's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $201K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.