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

Visionary 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 Q2	–	Sell	-18,108	Closed	-$366K	–	473
2023 Q1	$366K	Sell	18,108 -20,984	-54%	-$423K	0.03%	321
2022 Q4	$765K	Buy	39,092 +1,679	+4%	+$33.2K	0.07%	199
2022 Q3	$718K	Sell	37,413 -2,736	-7%	-$58.1K	0.07%	188
2022 Q2	$827K	Sell	40,149 -52,854	-57%	-$1.17M	0.07%	188
2022 Q1	$2.24M	Buy	93,003 +59,225	+175%	+$1.44M	0.18%	117
2021 Q4	$878K	Buy	+33,778	New	+$867K	0.07%	173

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Retireful LLC Haslett, Michigan $71M AUM 74.56% 1-Year Est. Return

Visionary Wealth Advisors's HNDL Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2023, closing a stake of 18,108 shares — an estimated $366K sold.

Visionary Wealth Advisors first reported a position in HNDL in Q4 2021 and held it in 6 quarters. The position peaked at $2.24M in Q1 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

Visionary Wealth Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 18,108 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $366K.
Visionary Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 6 quarters.
Visionary Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $2.24M in Q1 2022.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.