PFGIA
HNDL icon

Patriot Financial Group Insurance Agency’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-14,272
Closed -$312K – 588
2026
Q1 		$312K Buy
+14,272
New +$318K 0.02% 556
2025
Q2 		– Sell
-9,839
Closed -$207K – 549
2025
Q1 		$207K Sell
9,839
-440
-4% -$9.43K 0.03% 447
2024
Q4 		$219K Sell
10,279
-2,186
-18% -$47.9K 0.03% 429
2024
Q3 		$277K Sell
12,465
-424
-3% -$9.18K 0.04% 401
2024
Q2 		$272K Sell
12,889
-2,625
-17% -$54.4K 0.04% 393
2024
Q1 		$329K Sell
15,514
-154
-1% -$3.2K 0.05% 342
2023
Q4 		$324K Sell
15,668
-5,138
-25% -$100K 0.06% 318
2023
Q3 		$398K Sell
20,806
-2,464
-11% -$49.4K 0.08% 282
2023
Q2 		$473K Sell
23,270
-1,405
-6% -$28.3K 0.09% 251
2023
Q1 		$499K Sell
24,675
-1,035
-4% -$20.9K 0.1% 219
2022
Q4 		$503K Sell
25,710
-2,526
-9% -$49.9K 0.07% 209
2022
Q3 		$542K Sell
28,236
-4,219
-13% -$89.7K 0.13% 186
2022
Q2 		$669K Sell
32,455
-6,365
-16% -$141K 0.14% 158
2022
Q1 		$936K Buy
38,820
+1,648
+4% +$40.1K 0.17% 134
2021
Q4 		$966K Buy
37,172
+3,817
+11% +$97.9K 0.16% 132
2021
Q3 		$832K Buy
33,355
+1,069
+3% +$27.4K 0.15% 150
2021
Q2 		$827K Buy
32,286
+962
+3% +$24.3K 0.15% 149
2021
Q1 		$775K Buy
31,324
+4,554
+17% +$114K 0.18% 130
2020
Q4 		$684K Buy
26,770
+2,665
+11% +$66.7K 0.17% 130
2020
Q3 		$594K Buy
24,105
+1,460
+6% +$36.2K 0.19% 110
2020
Q2 		$546K Buy
22,645
+648
+3% +$15.1K 0.21% 110
2020
Q1 		$485K Buy
21,997
+705
+3% +$16.7K 0.22% 94
2019
Q4 		$518K Buy
21,292
+14,223
+201% +$344K 0.19% 108
2019
Q3 		$171K Buy
7,069
+19
+0.3% +$459 0.08% 229
2019
Q2 		$170K Buy
7,050
+600
+9% +$14.2K 0.07% 216
2019
Q1 		$153K Buy
6,450
+1,750
+37% +$40.3K 0.08% 202
2018
Q4 		$104K Sell
4,700
-100
-2% -$2.3K 0.07% 205
2018
Q3 		$116K Buy
4,800
+1,050
+28% +$25.4K 0.07% 187
2018
Q2 		$90K Buy
3,750
+2,650
+241% +$63.7K 0.1% 128
2018
Q1 		$26K Buy
+1,100
New +$26.9K 0.02% 420

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
SF
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
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
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HNDL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) in Q2 2026, closing a stake of 14,272 shares — an estimated $312K sold.

Patriot Financial Group Insurance Agency first reported a position in HNDL in Q1 2018 and held it in 30 quarters. The position peaked at $966K in Q4 2021. 103 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Strategy Shares Nasdaq 7HANDL Index ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,272 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2026, an estimated $312K.
  • Patriot Financial Group Insurance Agency first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2018 and held it in 30 quarters.
  • Patriot Financial Group Insurance Agency's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $966K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.