Wealthspire Advisors (New York)’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Wealthspire Advisors (New York)’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	-15,810	Closed	-$320K	–	565
2023 Q1	$320K	Hold	15,810	–	–	0.01%	426
2022 Q4	$310K	Hold	15,810	–	–	0.01%	453
2022 Q3	$304K	Hold	15,810	–	–	0.01%	411
2022 Q2	$326K	Buy	15,810 +5,885	+59%	+$130K	0.01%	381
2022 Q1	$239K	Hold	9,925	–	–	0.01%	386
2021 Q4	$258K	Buy	+9,925	New	+$255K	0.01%	456

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

Wealthspire Advisors (New York)'s HNDL Position: Q2 2023 in Review

Wealthspire Advisors (New York) sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2023, closing a stake of 15,810 shares — an estimated $320K sold.

Wealthspire Advisors (New York) first reported a position in HNDL in Q4 2021 and held it in 6 quarters. The position peaked at $326K in Q2 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2023.

Wealthspire Advisors (New York) reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 15,810 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2023, an estimated $320K.
Wealthspire Advisors (New York) first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $326K in Q2 2022.
123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2023, filed 1 Aug 2023.