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Cetera Advisors’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Cetera Advisors’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
-16,582
Closed -$442K – 2450
2023
Q4 		$442K Hold
16,582
– – 0.01% 1207
2023
Q3 		$394K Sell
16,582
-768
-4% -$19.8K 0.01% 1186
2023
Q2 		$451K Buy
+17,350
New +$437K 0.01% 1115

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

Cetera Advisors's HCMT Position: Q1 2024 in Review

Cetera Advisors sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q1 2024, closing a stake of 16,582 shares — an estimated $442K sold.

Cetera Advisors first reported a position in HCMT in Q2 2023 and held it in 3 quarters. The position peaked at $451K in Q2 2023. 23 funds tracked by Wall St. Rank hold HCMT as of Q1 2024.

  • Cetera Advisors reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 16,582 Direxion HCM Tactical Enhanced US ETF shares in Q1 2024, an estimated $442K.
  • Cetera Advisors first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and held it in 3 quarters.
  • Cetera Advisors's Direxion HCM Tactical Enhanced US ETF position peaked at $451K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.