AWA
HCMT icon

Arete Wealth Advisors’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Arete Wealth Advisors’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
Q1 		$4.67M Sell
132,580
-12,140
-8% -$459K 0.35% 73
2025
Q4 		$5.58M Buy
144,720
+9,806
+7% +$378K 0.34% 67
2025
Q3 		$5.06M Buy
134,914
+54,015
+67% +$1.87M 0.32% 69
2025
Q2 		$2.64M Buy
80,899
+12,992
+19% +$371K 0.19% 112
2025
Q1 		$2.05M Buy
67,907
+14,807
+28% +$525K 0.16% 139
2024
Q4 		$1.93M Buy
53,100
+34,928
+192% +$1.29M 0.14% 153
2024
Q3 		$633K Buy
18,172
+4,049
+29% +$135K 0.05% 314
2024
Q2 		$483K Buy
+14,123
New +$437K 0.04% 400

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return