Carson Wealth (CWM LLC)
HCMT icon

Carson Wealth (CWM LLC)’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$70.4K Buy
2,000
+600
+43% +$22.7K ﹤0.01% 3543
2025
Q4 		$54K Hold
1,400
– – ﹤0.01% 3545
2025
Q3 		$52K Hold
1,400
– – ﹤0.01% 3503
2025
Q2 		$46K Hold
1,400
– – ﹤0.01% 3348
2025
Q1 		$42K Buy
+1,400
New +$49.6K ﹤0.01% 3116

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
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

Carson Wealth (CWM LLC)'s HCMT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 43% in Q1 2026, buying an estimated $22.7K and bringing the position to 2,000 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3543.

Carson Wealth (CWM LLC) first reported a position in HCMT in Q1 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,000 shares of Direxion HCM Tactical Enhanced US ETF worth $70.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 600 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $22.7K.
  • Direxion HCM Tactical Enhanced US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3543 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion HCM Tactical Enhanced US ETF in Q1 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.