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Berger Financial Group’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Berger Financial Group’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 		$1.98M Sell
90,448
-6,081
-6% -$135K 0.11% 144
2025
Q4 		$2.13M Sell
96,529
-8,324
-8% -$185K 0.12% 138
2025
Q3 		$2.34M Sell
104,853
-2,448
-2% -$53.5K 0.14% 123
2025
Q2 		$2.32M Sell
107,301
-491
-0.5% -$10.2K 0.15% 122
2025
Q1 		$2.27M Sell
107,792
-19,429
-15% -$416K 0.16% 119
2024
Q4 		$2.71M Sell
127,221
-95,441
-43% -$2.09M 0.19% 110
2024
Q3 		$4.95M Sell
222,662
-33,019
-13% -$715K 0.36% 75
2024
Q2 		$5.4M Sell
255,681
-46,013
-15% -$954K 0.43% 56
2024
Q1 		$6.4M Sell
301,694
-2,990
-1% -$62.2K 0.53% 43
2023
Q4 		$6.3M Sell
304,684
-20,407
-6% -$398K 0.65% 34
2023
Q3 		$6.21M Sell
325,091
-16,900
-5% -$339K 0.71% 31
2023
Q2 		$6.95M Sell
341,991
-68,367
-17% -$1.38M 0.79% 29
2023
Q1 		$8.3M Sell
410,358
-10,382
-2% -$209K 1% 20
2022
Q4 		$8.24M Sell
420,740
-22,508
-5% -$445K 1.09% 19
2022
Q3 		$8.51M Sell
443,248
-93,810
-17% -$1.99M 1.25% 19
2022
Q2 		$11.1M Buy
537,058
+610
+0.1% +$13.5K 1.62% 13
2022
Q1 		$12.9M Buy
536,448
+59,179
+12% +$1.44M 1.64% 13
2021
Q4 		$12.4M Buy
477,269
+125,178
+36% +$3.21M 1.64% 14
2021
Q3 		$8.78M Buy
352,091
+120,485
+52% +$3.09M 1.58% 14
2021
Q2 		$5.93M Buy
231,606
+131,969
+132% +$3.33M 1.07% 22
2021
Q1 		$2.46M Buy
99,637
+70,596
+243% +$1.77M 0.54% 60
2020
Q4 		$742K Buy
+29,041
New +$727K 0.13% 103

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Berger Financial Group's HNDL Position: Q1 2026 in Review

Berger Financial Group reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 6.3% in Q1 2026, selling an estimated $135K and leaving 90,448 shares worth $1.98M. The position accounts for 0.11% of the portfolio, ranked #144.

Berger Financial Group first reported a position in HNDL in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.9M in Q1 2022. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Berger Financial Group held 90,448 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $1.98M as of Q1 2026.
  • Berger Financial Group sold 6,081 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $135K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.11% of Berger Financial Group's portfolio in Q1 2026, its #144 holding.
  • Berger Financial Group first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $12.9M in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.