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Widmann Financial Services’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-970
Closed -$25K – 238
2021
Q4 		$25K Buy
+970
New +$24.9K 0.02% 235

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BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Widmann Financial Services's HNDL Position: Q1 2022 in Review

Widmann Financial Services sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q1 2022, closing a stake of 970 shares — an estimated $25K sold.

Widmann Financial Services first reported a position in HNDL in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 140 funds tracked by Wall St. Rank hold HNDL as of Q1 2022.

  • Widmann Financial Services reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 970 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2022, an estimated $25K.
  • Widmann Financial Services first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $25K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.