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Aegis Wealth Management (Iowa)’s HCM Defender 100 Index ETF QQH Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio QQH Stock Details QQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20M Buy
233,887
+9,349
+4% +$754K 12.92% 1
2026
Q1 		$15.7M Buy
224,538
+12,731
+6% +$958K 12.32% 1
2025
Q4 		$16.4M Buy
+211,807
New +$16.5M 12.87% 1

Other funds holding QQH

OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

Aegis Wealth Management (Iowa) increased its HCM Defender 100 Index ETF (QQH) stake by 4.2% in Q2 2026, buying an estimated $754K and bringing the position to 233,887 shares worth $20M. The position accounts for 12.92% of the portfolio, ranked #1.

Aegis Wealth Management (Iowa) first reported a position in QQH in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 233,887 shares of HCM Defender 100 Index ETF worth $20M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 9,349 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $754K.
  • HCM Defender 100 Index ETF made up 12.92% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #1 holding.
  • Aegis Wealth Management (Iowa) first reported a position in HCM Defender 100 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

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