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TCI Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

TCI Wealth Advisors’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 		– Sell
-779
Closed -$15K – 2571
2022
Q3 		$15K Buy
+779
New +$16.6K ﹤0.01% 795
2021
Q4 		– Sell
-40
Closed -$1K – 2383
2021
Q3 		$1K Buy
+40
New +$1.03K ﹤0.01% 2270

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

TCI Wealth Advisors's HNDL Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2022, closing a stake of 779 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in HNDL in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2022. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 779 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2022, an estimated $15K.
  • TCI Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 2 quarters.
  • TCI Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $15K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.