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Strategy Shs ns 7handl idx shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Strategy Shs ns 7handl idx

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs ns 7handl idx held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs ns 7handl idx by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 48k 21.21
2023-09-30 $6.1M 320k 19.11
2023-06-30 $6.2M 305k 20.33
2023-03-31 $1.8M 91k 20.23
2022-12-31 $7.7M 394k 19.58

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Strategy Shs ns 7handl idx

Kades & Cheifetz
Cambridge Investment Research Advisors
Berger Financial Group
Advisor Group Holdings
Harbour Investments
Spire Wealth Management
Private Advisor
RFG Advisory
Atria Wealth Solutions
Commonwealth Equity Services
Susquehanna International
Apollon Wealth Management
Creative Planning
Asset Allocation Strategies
Accel Wealth Management

View all funds holding Strategy Shs ns 7handl idx