Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
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- Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) is an exchange-traded fund that seeks to track the Nasdaq 7HANDL Index by providing investment results that correlate generally to its price and yield performance, before fees and expenses, through a leveraged fund-of-funds strategy targeting a high annualized distribution rate of approximately 7%. Launched on January 17, 2018, and headquartered in Huntington, New York, the ETF invests at least 80% of its assets in component securities of the index, which comprises a balanced, multi-asset portfolio of U.S. equities, fixed income, and alternative investments with a 1.3x leverage factor applied to enhance yield. Core holdings include exchange-traded funds such as Vanguard Total Bond Market ETF (BND), iShares Core U.S. Aggregate Bond ETF (AGG), SPDR Portfolio Aggregate Bond ETF (SPAB), Invesco NASDAQ 100 ETF (QQQM), Global X MLP & Energy Infrastructure ETF (MLPX), Vanguard Dividend Appreciation ETF (VIG), Utilities Select Sector SPDR Fund (XLU), WisdomTree U.S. Efficient Core Fund (NTSX), and Schwab U.S. REIT ETF (SCHH), alongside total return swaps and cash equivalents; the portfolio maintains roughly a 30% equity and 70% fixed income static allocation supplemented by tactical exposures across 12 asset categories including MLPs, preferred securities, high-yield bonds, REITs, utilities, and momentum strategies. The fund operates primarily in U.S. markets, serving income-focused investors such as retirees seeking tax-efficient monthly distributions with reduced volatility compared to closed-end funds, and is part of the Strategy Shares family of ETFs managed under Rational Advisors, Inc. and distributed by Foreside Fund Services, LLC. In recent developments, HNDL surpassed $1 billion in assets under management, reflecting strong inflows and investor adoption amid its 6.77% trailing twelve-month dividend yield and approximately $650-672 million in total assets as of late 2025; institutional holders such as Farther Finance Advisors, Motco, and IMG Wealth Management adjusted positions in 2025, with increased stakes noted in the first and second quarters. The ETF continues to emphasize its tactical, momentum-driven approach within the asset allocation—target risk segment, with no reported acquisitions, partnerships, or structural changes in the past 1-2 years, though ongoing portfolio rebalancing supports its high-yield objective in a low-yield environment.