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Brookstone Capital Management’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Brookstone Capital Management’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
2024
Q1 		– Sell
-566,123
Closed -$15.1M – 934
2023
Q4 		$15.1M Buy
566,123
+123,616
+28% +$3.03M 0.29% 89
2023
Q3 		$10.6M Buy
442,507
+6,887
+2% +$177K 0.23% 124
2023
Q2 		$11.1M Buy
+435,620
New +$11M 0.22% 125

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Brookstone Capital Management's HCMT Position: Q1 2024 in Review

Brookstone Capital Management sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q1 2024, closing a stake of 566,123 shares — an estimated $15.1M sold.

Brookstone Capital Management first reported a position in HCMT in Q2 2023 and held it in 3 quarters. The position peaked at $15.1M in Q4 2023. 23 funds tracked by Wall St. Rank hold HCMT as of Q1 2024.

  • Brookstone Capital Management reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q1 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 566,123 Direxion HCM Tactical Enhanced US ETF shares in Q1 2024, an estimated $15.1M.
  • Brookstone Capital Management first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and held it in 3 quarters.
  • Brookstone Capital Management's Direxion HCM Tactical Enhanced US ETF position peaked at $15.1M in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2024.

Based on Brookstone Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.