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Aegis Wealth Management (Iowa)’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio HCMT Stock Details HCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83M Buy
67,377
+1,643
+2% +$64K 1.82% 9
2026
Q1 		$2.31M Buy
65,734
+659
+1% +$24.9K 1.82% 9
2025
Q4 		$2.51M Buy
+65,075
New +$2.51M 1.97% 9

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s HCMT Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 2.5% in Q2 2026, buying an estimated $64K and bringing the position to 67,377 shares worth $2.83M. The position accounts for 1.82% of the portfolio, ranked #9.

Aegis Wealth Management (Iowa) first reported a position in HCMT in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 67,377 shares of Direxion HCM Tactical Enhanced US ETF worth $2.83M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 1,643 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $64K.
  • Direxion HCM Tactical Enhanced US ETF made up 1.82% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #9 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Direxion HCM Tactical Enhanced US ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.