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PlanVest Financial’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

PlanVest Financial’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 		$22.2K Hold
970
– – 0.01% 328
2026
Q1 		$21.2K Buy
+970
New +$21.6K 0.02% 310

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

PlanVest Financial's HNDL Position: Q2 2026 in Review

PlanVest Financial held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q2 2026 at 970 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #328.

PlanVest Financial first reported a position in HNDL in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

  • PlanVest Financial held 970 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $22.2K as of Q2 2026.
  • PlanVest Financial left its Strategy Shares Nasdaq 7HANDL Index ETF share count unchanged in Q2 2026.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #328 holding.
  • PlanVest Financial first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.