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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return