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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
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 $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beam Wealth Advisors's HNDL Position: Q1 2026 in Review

Beam Wealth Advisors increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 3% in Q1 2026, buying an estimated $15.7K and bringing the position to 24,188 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #94.

Beam Wealth Advisors first reported a position in HNDL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q4 2021. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Beam Wealth Advisors held 24,188 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $528K as of Q1 2026.
  • Beam Wealth Advisors bought 705 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $15.7K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.13% of Beam Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Beam Wealth Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Beam Wealth Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $1.08M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.