Carson Wealth (CWM LLC)
HNDL icon

Carson Wealth (CWM LLC)’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Carson Wealth (CWM LLC)’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 		$204K Sell
9,356
-5,417
-37% -$121K ﹤0.01% 2722
2025
Q4 		$325K Buy
14,773
+2
+0% +$44 ﹤0.01% 2205
2025
Q3 		$329K Buy
14,771
+3
+0% +$66 ﹤0.01% 2052
2025
Q2 		$320K Buy
14,768
+2
+0% +$42 ﹤0.01% 1819
2025
Q1 		$311K Buy
14,766
+3
+0% +$64 ﹤0.01% 1651
2024
Q4 		$315K Buy
14,763
+3
+0% +$66 ﹤0.01% 1566
2024
Q3 		$328K Sell
14,760
-3,015
-17% -$65.3K ﹤0.01% 1497
2024
Q2 		$375K Sell
17,775
-772
-4% -$16K ﹤0.01% 1300
2024
Q1 		$393K Sell
18,547
-549
-3% -$11.4K ﹤0.01% 1219
2023
Q4 		$395K Sell
19,096
-902
-5% -$17.6K ﹤0.01% 1147
2023
Q3 		$382K Buy
19,998
+1,651
+9% +$33.1K ﹤0.01% 1066
2023
Q2 		$373K Sell
18,347
-1,767
-9% -$35.6K ﹤0.01% 1040
2023
Q1 		$407K Buy
20,114
+6,618
+49% +$133K ﹤0.01% 948
2022
Q4 		$264K Buy
13,496
+321
+2% +$6.35K ﹤0.01% 999
2022
Q3 		$253K Hold
13,175
– – ﹤0.01% 962
2022
Q2 		$271K Sell
13,175
-414
-3% -$9.14K ﹤0.01% 928
2022
Q1 		$328K Buy
13,589
+4,294
+46% +$104K ﹤0.01% 856
2021
Q4 		$241K Buy
+9,295
New +$238K ﹤0.01% 944
2021
Q2 		$36K Hold
1,415
– – ﹤0.01% 1539
2021
Q1 		$36K Hold
1,415
– – ﹤0.01% 1539
2020
Q4 		$36K Hold
1,415
– – ﹤0.01% 1539
2020
Q3 		$36K Hold
1,415
– – ﹤0.01% 1539
2020
Q2 		$36K Hold
1,415
– – ﹤0.01% 1539
2020
Q1 		$36K Hold
1,415
– – ﹤0.01% 1539
2019
Q4 		$36K Hold
1,415
– – ﹤0.01% 1539
2019
Q3 		$36K Hold
1,415
– – ﹤0.01% 1539
2019
Q2 		$36K Hold
1,415
– – ﹤0.01% 1539
2019
Q1 		$36K Buy
1,415
+1,292
+1,050% +$29.8K ﹤0.01% 1539
2018
Q4 		$3K Sell
123
-66
-35% -$1.52K ﹤0.01% 1660
2018
Q3 		$5K Buy
+189
New +$4.57K ﹤0.01% 1345

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 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

Carson Wealth (CWM LLC)'s HNDL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 37% in Q1 2026, selling an estimated $121K and leaving 9,356 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Carson Wealth (CWM LLC) first reported a position in HNDL in Q3 2018 and has held it in 30 quarters since. The position peaked at $407K in Q1 2023. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,356 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $204K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,417 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $121K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2722 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $407K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.