Private Wealth Management Group’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Private Wealth Management Group’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	$19.5K	Hold	852	–	–	﹤0.01%	394
2026 Q1	$18.6K	Hold	852	–	–	﹤0.01%	357
2025 Q4	$18.8K	Hold	852	–	–	0.01%	343
2025 Q3	$19K	Hold	852	–	–	0.01%	348
2025 Q2	$18.5K	Hold	852	–	–	0.01%	320
2025 Q1	$18K	Buy	+852	New	+$18.3K	0.01%	321

Other funds holding HNDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Private Wealth Management Group's HNDL Position: Q2 2026 in Review

Private Wealth Management Group held its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) position steady in Q2 2026 at 852 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Private Wealth Management Group first reported a position in HNDL in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

Private Wealth Management Group held 852 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $19.5K as of Q2 2026.
Private Wealth Management Group 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 Private Wealth Management Group's portfolio in Q2 2026, its #394 holding.
Private Wealth Management Group first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2025 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.