Wagner Wealth Management (South Carolina)’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-2,600	Closed	-$55.3K	–	721
2022 Q2	$54K	Buy	+2,600	New	+$57.4K	0.04%	194
2022 Q1	–	Sell	-4,683	Closed	-$122K	–	409
2021 Q4	$122K	Sell	4,683 -976	-17%	-$25K	0.09%	166
2021 Q3	$146K	Buy	5,659 +1,447	+34%	+$37.1K	0.12%	146
2021 Q2	$108K	Buy	4,212 +3,602	+590%	+$91K	0.08%	180
2021 Q1	$15K	Buy	+610	New	+$15.3K	0.01%	403

Other funds holding HNDL

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HNDL Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2022, closing a stake of 2,600 shares — an estimated $55.3K sold.

Wagner Wealth Management (South Carolina) first reported a position in HNDL in Q1 2021 and held it in 5 quarters. The position peaked at $146K in Q3 2021. 125 funds tracked by Wall St. Rank hold HNDL as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2,600 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2022, an estimated $55.3K.
Wagner Wealth Management (South Carolina) first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $146K in Q3 2021.
125 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.