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Key Client Fiduciary Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Key Client Fiduciary Advisors’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
Q2 		– Sell
-9,690
Closed -$204K – 210
2025
Q1 		$204K Sell
9,690
-1,550
-14% -$33.2K 0.09% 180
2024
Q4 		$240K Sell
11,240
-3,624
-24% -$79.4K 0.11% 168
2024
Q3 		$331K Sell
14,864
-424
-3% -$9.18K 0.15% 140
2024
Q2 		$323K Sell
15,288
-2,741
-15% -$56.8K 0.16% 135
2024
Q1 		$382K Buy
18,029
+1,628
+10% +$33.8K 0.2% 121
2023
Q4 		$339K Buy
16,401
+207
+1% +$4.04K 0.2% 124
2023
Q3 		$309K Sell
16,194
-1,022
-6% -$20.5K 0.19% 124
2023
Q2 		$350K Sell
17,216
-1,252
-7% -$25.2K 0.2% 113
2023
Q1 		$374K Buy
18,468
+182
+1% +$3.67K 0.23% 99
2022
Q4 		$358K Buy
18,286
+176
+1% +$3.48K 0.24% 95
2022
Q3 		$348K Sell
18,110
-2,775
-13% -$59K 0.31% 70
2022
Q2 		$430K Sell
20,885
-3,138
-13% -$69.3K 0.42% 55
2022
Q1 		$579K Buy
24,023
+602
+3% +$14.6K 0.46% 53
2021
Q4 		$608K Buy
+23,421
New +$601K 0.5% 52

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

Key Client Fiduciary Advisors's HNDL Position: Q2 2025 in Review

Key Client Fiduciary Advisors sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2025, closing a stake of 9,690 shares — an estimated $204K sold.

Key Client Fiduciary Advisors first reported a position in HNDL in Q4 2021 and held it in 14 quarters. The position peaked at $608K in Q4 2021. 97 funds tracked by Wall St. Rank hold HNDL as of Q2 2025.

  • Key Client Fiduciary Advisors reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 9,690 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2025, an estimated $204K.
  • Key Client Fiduciary Advisors first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2021 and held it in 14 quarters.
  • Key Client Fiduciary Advisors's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $608K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.