Institute for Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Institute for Wealth 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 Q4	–	Sell	-9,276	Closed	-$207K	–	560
2025 Q3	$207K	Buy	+9,276	New	+$203K	0.02%	543
2024 Q4	–	Sell	-9,281	Closed	-$207K	–	534
2024 Q3	$207K	Buy	+9,281	New	+$201K	0.03%	516
2023 Q4	–	Sell	-11,884	Closed	-$227K	–	488
2023 Q3	$227K	Sell	11,884 -1,259	-10%	-$25.2K	0.04%	407
2023 Q2	$267K	Buy	13,143 +816	+7%	+$16.4K	0.05%	384
2023 Q1	$249K	Sell	12,327 -91	-0.7%	-$1.83K	0.05%	391
2022 Q4	$243K	Buy	12,418 +1,058	+9%	+$20.9K	0.05%	389
2022 Q3	$218K	Sell	11,360 -3,213	-22%	-$68.3K	0.05%	407
2022 Q2	$300K	Sell	14,573 -1,501	-9%	-$33.1K	0.06%	395
2022 Q1	$388K	Buy	16,074 +1,866	+13%	+$45.4K	0.06%	346
2021 Q4	$369K	Buy	14,208 +531	+4%	+$13.6K	0.06%	333
2021 Q3	$341K	Buy	13,677 +2,327	+21%	+$59.7K	0.06%	341
2021 Q2	$291K	Buy	+11,350	New	+$287K	0.05%	383

Other funds holding HNDL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

Institute for Wealth Management's HNDL Position: Q4 2025 in Review

Institute for Wealth Management sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q4 2025, closing a stake of 9,276 shares — an estimated $207K sold.

Institute for Wealth Management first reported a position in HNDL in Q2 2021 and held it in 12 quarters. The position peaked at $388K in Q1 2022. 103 funds tracked by Wall St. Rank hold HNDL as of Q4 2025.

Institute for Wealth Management reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q4 2025 after selling out during the quarter.
Institute for Wealth Management sold 9,276 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q4 2025, an estimated $207K.
Institute for Wealth Management first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q2 2021 and held it in 12 quarters.
Institute for Wealth Management's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $388K in Q1 2022.
103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.