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

Atria Wealth Solutions’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
2025 Q2	$445K	Sell	13,641 -31,613	-70%	-$902K	0.01%	969
2025 Q1	$1.37M	Sell	45,254 -79,981	-64%	-$2.83M	0.02%	770
2024 Q4	$4.52M	Buy	125,235 +92,598	+284%	+$3.41M	0.05%	382
2024 Q3	$1.15M	Buy	32,637 +2,258	+7%	+$75.5K	0.01%	862
2024 Q2	$1.04M	Sell	30,379 -150	-0.5%	-$4.64K	0.01%	884
2024 Q1	$945K	Buy	30,529 +768	+3%	+$22.1K	0.01%	934
2023 Q4	$793K	Buy	29,761 +14,188	+91%	+$348K	0.01%	977
2023 Q3	$370K	Sell	15,573 -184	-1%	-$4.74K	0.01%	1285
2023 Q2	$409K	Buy	+15,757	New	+$397K	0.01%	1251

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

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

PAS

Parsonex Advisory Services Englewood, Colorado $102M AUM 19.66% 1-Year Est. Return

Atria Wealth Solutions's HCMT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 70% in Q2 2025, selling an estimated $902K and leaving 13,641 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #969.

Atria Wealth Solutions first reported a position in HCMT in Q2 2023 and has held it in 9 quarters since. The position peaked at $4.52M in Q4 2024. 39 funds tracked by Wall St. Rank hold HCMT as of Q2 2025.

Atria Wealth Solutions held 13,641 shares of Direxion HCM Tactical Enhanced US ETF worth $445K as of Q2 2025.
Atria Wealth Solutions sold 31,613 Direxion HCM Tactical Enhanced US ETF shares in Q2 2025, an estimated $902K.
Direxion HCM Tactical Enhanced US ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #969 holding.
Atria Wealth Solutions first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and has held it in 9 quarters since.
Atria Wealth Solutions's Direxion HCM Tactical Enhanced US ETF position peaked at $4.52M in Q4 2024.
39 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.