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U.S. Capital Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

U.S. Capital 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
2023
Q1 		– Sell
-128
Closed -$2.51K – 1022
2022
Q4 		$2.51K Buy
+128
New +$2.53K ﹤0.01% 1470

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
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
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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

U.S. Capital Wealth Advisors's HNDL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2023, closing a stake of 128 shares — an estimated $2.51K sold.

U.S. Capital Wealth Advisors first reported a position in HNDL in Q4 2022 and held it in 1 quarter. The position peaked at $2.51K in Q4 2022. 120 funds tracked by Wall St. Rank hold HNDL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 128 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2023, an estimated $2.51K.
  • U.S. Capital Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.51K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.