WWP
HNDL icon

WR Wealth Planners’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-24,707
Closed -$596K – 532
2022
Q1 		$596K Buy
+24,707
New +$600K 0.35% 49

Other funds holding HNDL

LPL Financial
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
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
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
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
CA
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

WR Wealth Planners's HNDL Position: Q2 2022 in Review

WR Wealth Planners sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2022, closing a stake of 24,707 shares — an estimated $596K sold.

WR Wealth Planners first reported a position in HNDL in Q1 2022 and held it in 1 quarter. The position peaked at $596K in Q1 2022. 123 funds tracked by Wall St. Rank hold HNDL as of Q2 2022.

  • WR Wealth Planners reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2022 after selling out during the quarter.
  • WR Wealth Planners sold 24,707 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2022, an estimated $596K.
  • WR Wealth Planners first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2022 and held it in 1 quarter.
  • WR Wealth Planners's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $596K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.