Sequent Planning’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Sequent Planning’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 Q1	$222K	Sell	10,165 -412	-4%	-$9.18K	0.05%	224
2025 Q4	$233K	Sell	10,577 -1,578	-13%	-$35K	0.06%	202
2025 Q3	$271K	Sell	12,155 -772	-6%	-$16.9K	0.08%	172
2025 Q2	$280K	Buy	+12,927	New	+$269K	0.09%	130
2024 Q4	–	Sell	-15,785	Closed	-$351K	–	148
2024 Q3	$351K	Sell	15,785 -1,115	-7%	-$24.1K	0.12%	111
2024 Q2	$355K	Buy	16,900 +1,550	+10%	+$32.1K	0.12%	105
2024 Q1	$326K	Buy	+15,350	New	+$319K	0.12%	109

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Sequent Planning's HNDL Position: Q1 2026 in Review

Sequent Planning reduced its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 3.9% in Q1 2026, selling an estimated $9.18K and leaving 10,165 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #224.

Sequent Planning first reported a position in HNDL in Q1 2024 and has held it in 7 quarters since. The position peaked at $355K in Q2 2024. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

Sequent Planning held 10,165 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $222K as of Q1 2026.
Sequent Planning sold 412 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $9.18K.
Strategy Shares Nasdaq 7HANDL Index ETF made up 0.05% of Sequent Planning's portfolio in Q1 2026, its #224 holding.
Sequent Planning first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q1 2024 and has held it in 7 quarters since.
Sequent Planning's Strategy Shares Nasdaq 7HANDL Index ETF position peaked at $355K in Q2 2024.
99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.