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Ferguson Wellman Capital Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Ferguson Wellman Capital Management’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
2025
Q3 		– Sell
-10,100
Closed -$219K – 361
2025
Q2 		$219K Buy
+10,100
New +$210K ﹤0.01% 325

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ferguson Wellman Capital Management's HNDL Position: Q3 2025 in Review

Ferguson Wellman Capital Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q3 2025, closing a stake of 10,100 shares — an estimated $219K sold.

Ferguson Wellman Capital Management first reported a position in HNDL in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 97 funds tracked by Wall St. Rank hold HNDL as of Q3 2025.

  • Ferguson Wellman Capital Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q3 2025 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 10,100 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q3 2025, an estimated $219K.
  • Ferguson Wellman Capital Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2025 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $219K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q3 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2025, filed 23 Oct 2025.