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Atria Wealth Solutions’s HCM Defender 100 Index ETF QQH Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.88M Buy
+27,773
New +$1.67M 0.04% 436
2024
Q4 		– Sell
-4,414
Closed -$278K – 2072
2024
Q3 		$278K Sell
4,414
-1,956
-31% -$119K ﹤0.01% 1566
2024
Q2 		$392K Sell
6,370
-716
-10% -$40.3K ﹤0.01% 1354
2024
Q1 		$389K Sell
7,086
-650
-8% -$34.2K ﹤0.01% 1384
2023
Q4 		$389K Sell
7,736
-2,381
-24% -$112K ﹤0.01% 1340
2023
Q3 		$454K Sell
10,117
-114
-1% -$5.38K 0.01% 1173
2023
Q2 		$483K Sell
10,231
-7,252
-41% -$304K 0.01% 1178
2023
Q1 		$688K Sell
17,483
-6,722
-28% -$248K 0.01% 972
2022
Q4 		$824K Buy
24,205
+10,888
+82% +$384K 0.01% 845
2022
Q3 		$467K Buy
13,317
+4,667
+54% +$172K 0.01% 1064
2022
Q2 		$320K Buy
8,650
+339
+4% +$13.7K 0.01% 1179
2022
Q1 		$396K Buy
+8,311
New +$399K 0.01% 1186

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

Atria Wealth Solutions opened a new position in HCM Defender 100 Index ETF (QQH) in Q2 2025: 27,773 shares worth $1.88M. The stake represents 0.04% of the portfolio and ranks #436 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in QQH as recently as Q3 2024.

Atria Wealth Solutions first reported a position in QQH in Q1 2022 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold QQH as of Q2 2025.

  • Atria Wealth Solutions held 27,773 shares of HCM Defender 100 Index ETF worth $1.88M as of Q2 2025.
  • HCM Defender 100 Index ETF was a new Atria Wealth Solutions position in Q2 2025.
  • HCM Defender 100 Index ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #436 holding.
  • Atria Wealth Solutions first reported a position in HCM Defender 100 Index ETF in Q1 2022 and has held it in 12 quarters since.
  • 41 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2025.

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