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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
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 $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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Wellington Shields & Co's HNDL Position: Q1 2026 in Review

Wellington Shields & Co increased its Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) stake by 109% in Q1 2026, buying an estimated $372K and bringing the position to 31,995 shares worth $699K. The position accounts for 0.18% of the portfolio, ranked #114.

Wellington Shields & Co first reported a position in HNDL in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold HNDL as of Q1 2026.

  • Wellington Shields & Co held 31,995 shares of Strategy Shares Nasdaq 7HANDL Index ETF worth $699K as of Q1 2026.
  • Wellington Shields & Co bought 16,705 Strategy Shares Nasdaq 7HANDL Index ETF shares in Q1 2026, an estimated $372K.
  • Strategy Shares Nasdaq 7HANDL Index ETF made up 0.18% of Wellington Shields & Co's portfolio in Q1 2026, its #114 holding.
  • Wellington Shields & Co first reported a position in Strategy Shares Nasdaq 7HANDL Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Strategy Shares Nasdaq 7HANDL Index ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.