Atria Investments’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Atria Investments’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	$473K	Sell	11,273 -7,419	-40%	-$289K	﹤0.01%	1560
2026 Q1	$658K	Sell	18,692 -7,487	-29%	-$283K	0.01%	1294
2025 Q4	$1.01M	Sell	26,179 -1,685	-6%	-$64.9K	0.01%	1057
2025 Q3	$1.04M	Sell	27,864 -24	-0.1%	-$831	0.01%	1033
2025 Q2	$909K	Buy	27,888 +4,185	+18%	+$119K	0.01%	1085
2025 Q1	$716K	Sell	23,703 -1,423	-6%	-$50.4K	0.01%	1161
2024 Q4	$907K	Buy	25,126 +3,593	+17%	+$132K	0.01%	1025
2024 Q3	$759K	Sell	21,533 -2,620	-11%	-$87.6K	0.01%	1119
2024 Q2	$822K	Buy	+24,153	New	+$748K	0.01%	1039

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 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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Atria Investments's HCMT Position: Q2 2026 in Review

Atria Investments reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 40% in Q2 2026, selling an estimated $289K and leaving 11,273 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Atria Investments first reported a position in HCMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 40 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

Atria Investments held 11,273 shares of Direxion HCM Tactical Enhanced US ETF worth $473K as of Q2 2026.
Atria Investments sold 7,419 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $289K.
Direxion HCM Tactical Enhanced US ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1560 holding.
Atria Investments first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Direxion HCM Tactical Enhanced US ETF position peaked at $1.04M in Q3 2025.
40 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.