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Your Advocates Ltd’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Your Advocates Ltd’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
Q4 		– Sell
-7,453
Closed -$146K – 253
2023
Q3 		$142K Buy
+7,453
New +$149K 0.09% 34

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Your Advocates Ltd's HNDL Position: Q4 2023 in Review

Your Advocates Ltd sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2023, closing a stake of 7,453 shares — an estimated $146K sold.

Your Advocates Ltd first reported a position in HNDL in Q3 2023 and held it in 1 quarter. The position peaked at $142K in Q3 2023. 120 funds tracked by Wall St. Rank hold HNDL as of Q4 2023.

  • Your Advocates Ltd reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 7,453 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2023, an estimated $146K.
  • Your Advocates Ltd first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2023 and held it in 1 quarter.
  • Your Advocates Ltd's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $142K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.