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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cape Investment Advisory's HNDL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2026: 502 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HNDL as recently as Q4 2025.

Cape Investment Advisory first reported a position in HNDL in Q1 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

Cape Investment Advisory held 502 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $11.5K as of Q2 2026.
Strategy Shares Nasdaq 7HANDL Index ETF was a new Cape Investment Advisory position in Q2 2026.
Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #831 holding.
Cape Investment Advisory first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2023 and has held it in 12 quarters since.
103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.