Cape Investment Advisory’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Cape Investment Advisory’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 Q3	$10.8K	Hold	502	–	–	﹤0.01%	851
2026 Q2	$11.5K	Buy	+502	New	+$11.4K	﹤0.01%	831
2026 Q1	–	Sell	-200	Closed	-$4.4K	–	621
2025 Q4	$4.4K	Buy	+200	New	+$4.44K	﹤0.01%	940
2025 Q3	–	Sell	-200	Closed	-$4.33K	–	985
2025 Q2	$4.33K	Hold	200	–	–	﹤0.01%	795
2025 Q1	$4.22K	Hold	200	–	–	﹤0.01%	790
2024 Q4	$4.27K	Hold	200	–	–	﹤0.01%	778
2024 Q3	$4.45K	Hold	200	–	–	﹤0.01%	729
2024 Q2	$4.22K	Hold	200	–	–	﹤0.01%	695
2024 Q1	$4.24K	Hold	200	–	–	﹤0.01%	674
2023 Q4	$4.14K	Hold	200	–	–	﹤0.01%	808
2023 Q3	$3.82K	Hold	200	–	–	﹤0.01%	708
2023 Q2	$4.07K	Sell	200 -200	-50%	-$4.03K	﹤0.01%	685
2023 Q1	$8.09K	Buy	+400	New	+$8.06K	﹤0.01%	581

Other funds holding HNDL

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWM

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Cape Investment Advisory's HNDL Position: Q3 2026 in Review

Cape Investment Advisory held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q3 2026 at 502 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Cape Investment Advisory first reported a position in HNDL in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.5K in Q2 2026. 12 funds tracked by Wall St. Rank hold HNDL as of Q3 2026.

Cape Investment Advisory held 502 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $10.8K as of Q3 2026.
Cape Investment Advisory left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q3 2026.
Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #851 holding.
Cape Investment Advisory first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $11.5K in Q2 2026.
12 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.