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

Tradition 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
2022 Q4	–	Sell	-595	Closed	-$11K	–	1179
2022 Q3	$11K	Hold	595	–	–	﹤0.01%	906
2022 Q2	$12K	Sell	595 -3,750	-86%	-$82.8K	﹤0.01%	778
2022 Q1	$105K	Buy	4,345 +3,678	+551%	+$89.4K	0.01%	394
2021 Q4	$17K	Sell	667 -400	-37%	-$10.3K	﹤0.01%	773
2021 Q3	$27K	Buy	+1,067	New	+$27.4K	﹤0.01%	658

Other funds holding HNDL

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Tradition Wealth Management's HNDL Position: Q4 2022 in Review

Tradition Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2022, closing a stake of 595 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in HNDL in Q3 2021 and held it in 5 quarters. The position peaked at $105K in Q1 2022. 122 funds tracked by Wall St. Rank hold HNDL as of Q4 2022.

Tradition Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 595 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2022, an estimated $11K.
Tradition Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2021 and held it in 5 quarters.
Tradition Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $105K in Q1 2022.
122 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.