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Axxcess Wealth Management’s HCM Defender 100 Index ETF QQH Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-12,985
Closed -$1M – 851
2025
Q4 		$1M Buy
12,985
+373
+3% +$29K 0.02% 510
2025
Q3 		$963K Buy
+12,612
New +$899K 0.02% 454
2022
Q3 		– Sell
-12,997
Closed -$480K – 601
2022
Q2 		$480K Buy
12,997
+6,344
+95% +$255K 0.04% 314
2022
Q1 		$317K Buy
+6,653
New +$320K 0.02% 462

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $116M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Axxcess Wealth Management's QQH Position: Q1 2026 in Review

Axxcess Wealth Management sold out of HCM Defender 100 Index ETF (QQH) in Q1 2026, closing a stake of 12,985 shares — an estimated $1M sold.

Axxcess Wealth Management first reported a position in QQH in Q1 2022 and held it in 4 quarters. The position peaked at $1M in Q4 2025. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

  • Axxcess Wealth Management reported no remaining HCM Defender 100 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,985 HCM Defender 100 Index ETF shares in Q1 2026, an estimated $1M.
  • Axxcess Wealth Management first reported a position in HCM Defender 100 Index ETF in Q1 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's HCM Defender 100 Index ETF position peaked at $1M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.