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

Cetera Investment Advisers’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
Q2 		– Sell
-7,532
Closed -$233K – 3791
2024
Q1 		$233K Sell
7,532
-22,291
-75% -$642K ﹤0.01% 3250
2023
Q4 		$794K Sell
29,823
-714
-2% -$17.5K 0.01% 1235
2023
Q3 		$726K Sell
30,537
-1,888
-6% -$48.6K 0.01% 1235
2023
Q2 		$843K Buy
+32,425
New +$817K 0.01% 1135

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Cetera Investment Advisers's HCMT Position: Q2 2024 in Review

Cetera Investment Advisers sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q2 2024, closing a stake of 7,532 shares — an estimated $233K sold.

Cetera Investment Advisers first reported a position in HCMT in Q2 2023 and held it in 4 quarters. The position peaked at $843K in Q2 2023. 31 funds tracked by Wall St. Rank hold HCMT as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,532 Direxion HCM Tactical Enhanced US ETF shares in Q2 2024, an estimated $233K.
  • Cetera Investment Advisers first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and held it in 4 quarters.
  • Cetera Investment Advisers's Direxion HCM Tactical Enhanced US ETF position peaked at $843K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.