NASDAQ 7 Handl Index ETF (HNDL)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
HNDL Chart
HNDL: Tactical ETF With 7% Yield, High Fee And Weak Performance
Strategy Shares Nasdaq 7 Handl Index ETF is a multi-asset fund of funds with a 1.3 leverage factor targeting a yield of 7%. HNDL portfolio is split into a static 30/70 equity-bond allocation and a momentum-based dynamic allocation in high-yield assets. HNDL has underperformed a simple 50% equity - 50% bond benchmark and at least two multi-asset tactical ETFs with lower fees.
NASDAQ 7 Handl Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 35,095 | $801,650 | $761,210.55 | -$40,439.45 | -5.04% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 40,896 | $847,848.48 | $887,034.24 | $39,185.76 | 4.62% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 42,007 | $1.03M | $917,432.88 | -$117,441.46 | -11.35% |
 Jeff Ameen Spire Wealth Management | 9,036 | $177,247.65 | $197,346.24 | $20,098.59 | 11.34% |
 Richard Slavik Newbridge Financial Services Group Inc. | 111,325 | $2.39M | $2.41M | $23,101.66 | 0.97% |
NASDAQ 7 Handl Index ETF (HNDL) FAQ
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NASDAQ 7 Handl Index ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund described invests primarily in securities that are part of the NASDAQ 7 HANDL™ Index. The strategy focuses on a diversified mix of assets, aiming to balance between steady income and growth potential through a combination of fixed income, equity ETFs, and ETFs across 12 other asset categories. This allocation strategy, dividing the fund's portfolio evenly between a Core Portfolio and an Explore Portfolio, is designed to leverage both traditional and alternative investment opportunities to achieve its financial objectives.
Products and Services
- Core Portfolio
- Comprises 50% of the fund's total assets, focusing on investments in fixed income and equity ETFs. This part of the portfolio is aimed at providing a stable foundation, leveraging traditional investment avenues to ensure steady income and reduced volatility.
- Explore Portfolio
- Also making up 50% of the fund's assets, this component diversifies into ETFs across 12 distinct asset categories. The Explore Portfolio is designed for growth and exploration beyond traditional markets, targeting opportunities across a broader array of sectors and asset classes to capitalize on market trends and innovations.
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