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

Summit 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
Q1 		$4.24M Buy
194,286
+20,778
+12% +$463K 0.05% 355
2025
Q4 		$3.82M Buy
173,508
+14,979
+9% +$332K 0.06% 319
2025
Q3 		$3.53M Buy
+158,529
New +$3.46M 0.05% 333

Other funds holding HNDL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Summit Financial's HNDL Position: Q1 2026 in Review

Summit Financial increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 12% in Q1 2026, buying an estimated $463K and bringing the position to 194,286 shares worth $4.24M. The position accounts for 0.05% of the portfolio, ranked #355.

Summit Financial first reported a position in HNDL in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Summit Financial held 194,286 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $4.24M as of Q1 2026.
  • Summit Financial bought 20,778 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $463K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #355 holding.
  • Summit Financial first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.