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WealthPLAN Partners’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,412
Closed -$28.7K – 655
2023
Q2 		$28.7K Buy
1,412
+25
+2% +$503 ﹤0.01% 609
2023
Q1 		$28.1K Buy
+1,387
New +$27.9K ﹤0.01% 661

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $44.6B AUM 28.94% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

WealthPLAN Partners's HNDL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2023, closing a stake of 1,412 shares — an estimated $28.7K sold.

WealthPLAN Partners first reported a position in HNDL in Q1 2023 and held it in 2 quarters. The position peaked at $28.7K in Q2 2023. 118 funds tracked by Wall St. Rank hold HNDL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,412 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2023, an estimated $28.7K.
  • WealthPLAN Partners first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $28.7K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.