Colonial River Investments’s HCM Defender 100 Index ETF QQH Stock Holding History

Colonial River Investments’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 Q2	$3.16M	Buy	36,867 +23,281	+171%	+$1.88M	0.9%	32
2026 Q1	$949K	Buy	13,586 +678	+5%	+$51K	0.34%	65
2025 Q4	$999K	Buy	12,908 +296	+2%	+$23.1K	0.36%	62
2025 Q3	$963K	Buy	+12,612	New	+$899K	0.36%	66

Other funds holding QQH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

MCM

McKinney Capital Management Houston, Texas $254M AUM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Colonial River Investments's QQH Position: Q2 2026 in Review

Colonial River Investments increased its HCM Defender 100 Index ETF (QQH) stake by 171% in Q2 2026, buying an estimated $1.88M and bringing the position to 36,867 shares worth $3.16M. The position accounts for 0.9% of the portfolio, ranked #32.

Colonial River Investments first reported a position in QQH in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Colonial River Investments held 36,867 shares of HCM Defender 100 Index ETF worth $3.16M as of Q2 2026.
Colonial River Investments bought 23,281 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $1.88M.
HCM Defender 100 Index ETF made up 0.9% of Colonial River Investments's portfolio in Q2 2026, its #32 holding.
Colonial River Investments first reported a position in HCM Defender 100 Index ETF in Q3 2025 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.