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Strategy Shs ns 7handl idx shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 1.8k 22.28
2025-06-30 $40k 1.8k 21.66
2025-03-31 $39k 1.8k 21.09
2024-12-31 $39k 1.8k 21.33

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Strategy Shs ns 7handl idx

LPL Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Summit Financial
Cetera Investment Advisers
Private Advisor
Berger Financial Group
Newbridge Financial Services Group
Creative Planning
Mml Investors Services
Larson Financial Group
RFG Advisory
Commonwealth Equity Services
OxenFree Capital
J.w. Cole Advisors

View all funds holding Strategy Shs ns 7handl idx