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Strategy Shs ns 7handl idx shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 12k 22.28
2025-06-30 $280k 13k 21.66
2024-09-30 $351k 16k 22.25
2024-06-30 $355k 17k 20.98
2024-03-31 $326k 15k 21.21

More positions owned by Sequent Planning

Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Franklin Templeton Etf Tr Us Equity Index (USPX)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Select Sector Spdr Tr Technology (XLK)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)

View all positions for Sequent Planning

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