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Beam Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Beam Wealth Advisors’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
2026
Q2 		$484K Sell
21,207
-2,981
-12% -$67.5K 0.11% 102
2026
Q1 		$528K Buy
24,188
+705
+3% +$15.7K 0.13% 94
2025
Q4 		$517K Buy
23,483
+324
+1% +$7.19K 0.14% 91
2025
Q3 		$516K Buy
23,159
+178
+0.8% +$3.89K 0.14% 94
2025
Q2 		$498K Sell
22,981
-402
-2% -$8.37K 0.15% 92
2025
Q1 		$493K Sell
23,383
-13,673
-37% -$293K 0.17% 90
2024
Q4 		$790K Buy
37,056
+402
+1% +$8.81K 0.25% 75
2024
Q3 		$816K Sell
36,654
-532
-1% -$11.5K 0.25% 72
2024
Q2 		$785K Sell
37,186
-1,116
-3% -$23.1K 0.26% 71
2024
Q1 		$812K Sell
38,302
-2,747
-7% -$57.1K 0.49% 45
2023
Q4 		$849K Sell
41,049
-2,316
-5% -$45.2K 0.54% 41
2023
Q3 		$829K Sell
43,365
-28
-0.1% -$561 0.59% 40
2023
Q2 		$882K Sell
43,393
-1,140
-3% -$22.9K 0.61% 36
2023
Q1 		$901K Buy
44,533
+692
+2% +$13.9K 0.9% 37
2022
Q4 		$858K Buy
43,841
+4,058
+10% +$80.2K 0.89% 38
2022
Q3 		$764K Buy
39,783
+1,639
+4% +$34.8K 0.85% 44
2022
Q2 		$786K Sell
38,144
-456
-1% -$10.1K 0.87% 38
2022
Q1 		$931K Sell
38,600
-2,926
-7% -$71.1K 1.07% 30
2021
Q4 		$1.08M Buy
41,526
+1,689
+4% +$43.3K 1.24% 28
2021
Q3 		$994K Buy
39,837
+3,886
+11% +$99.7K 0.85% 36
2021
Q2 		$921K Buy
35,951
+7,565
+27% +$191K 0.79% 43
2021
Q1 		$702K Buy
28,386
+5,330
+23% +$134K 0.63% 57
2020
Q4 		$589K Buy
23,056
+3,479
+18% +$87.1K 0.56% 63
2020
Q3 		$482K Buy
19,577
+447
+2% +$11.1K 0.45% 70
2020
Q2 		$467K Buy
19,130
+741
+4% +$17.3K 0.47% 63
2020
Q1 		$405K Buy
18,389
+6,939
+61% +$164K 0.4% 79
2019
Q4 		$279K Buy
+11,450
New +$277K 0.26% 114

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Beam Wealth Advisors's HNDL Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 12% in Q2 2026, selling an estimated $67.5K and leaving 21,207 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #102.

Beam Wealth Advisors first reported a position in HNDL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2021. 103 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

  • Beam Wealth Advisors held 21,207 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $484K as of Q2 2026.
  • Beam Wealth Advisors sold 2,981 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2026, an estimated $67.5K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.11% of Beam Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Beam Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $1.08M in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.