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Strategy Shs ns 7handl idx shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $107k 4.9k 22.02

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Strategy Shs ns 7handl idx

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

View all funds holding Strategy Shs ns 7handl idx