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Wellington Shields & Co’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Wellington Shields & Co’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 		$1.12M Buy
49,225
+17,230
+54% +$390K 0.25% 94
2026
Q1 		$699K Buy
31,995
+16,705
+109% +$372K 0.18% 114
2025
Q4 		$337K Buy
+15,290
New +$339K 0.08% 182

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

Wellington Shields & Co's HNDL Position: Q2 2026 in Review

Wellington Shields & Co increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 54% in Q2 2026, buying an estimated $390K and bringing the position to 49,225 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #94.

Wellington Shields & Co first reported a position in HNDL in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold HNDL as of Q2 2026.

  • Wellington Shields & Co held 49,225 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $1.12M as of Q2 2026.
  • Wellington Shields & Co bought 17,230 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q2 2026, an estimated $390K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.25% of Wellington Shields & Co's portfolio in Q2 2026, its #94 holding.
  • Wellington Shields & Co first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.