Delta Investment Management’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Delta Investment 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
2026 Q2	$4.52M	Sell	107,739 -4,441	-4%	-$173K	0.74%	35
2026 Q1	$3.95M	Sell	112,180 -1,185	-1%	-$44.8K	0.71%	35
2025 Q4	$4.37M	Sell	113,365 -7,707	-6%	-$297K	0.76%	36
2025 Q3	$4.54M	Buy	121,072 +78	+0.1%	+$2.7K	0.81%	30
2025 Q2	$3.94M	Buy	120,994 +29,313	+32%	+$836K	0.76%	31
2025 Q1	$2.77M	Buy	91,681 +1,075	+1%	+$38.1K	0.56%	38
2024 Q4	$3.27M	Sell	90,606 -167	-0.2%	-$6.15K	0.64%	31
2024 Q3	$3.2M	Sell	90,773 -28,147	-24%	-$941K	0.65%	28
2024 Q2	$4.05M	Sell	118,920 -247	-0.2%	-$7.65K	0.89%	25
2024 Q1	$3.69M	Buy	119,167 +42,277	+55%	+$1.22M	0.84%	23
2023 Q4	$2.05M	Buy	+76,890	New	+$1.88M	0.51%	35

Other funds holding HCMT

HCM

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

DWS

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

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

WWA

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Delta Investment Management's HCMT Position: Q2 2026 in Review

Delta Investment Management reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 4% in Q2 2026, selling an estimated $173K and leaving 107,739 shares worth $4.52M. The position accounts for 0.74% of the portfolio, ranked #35.

Delta Investment Management first reported a position in HCMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.54M in Q3 2025. 41 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

Delta Investment Management held 107,739 shares of Direxion HCM Tactical Enhanced US ETF worth $4.52M as of Q2 2026.
Delta Investment Management sold 4,441 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $173K.
Direxion HCM Tactical Enhanced US ETF made up 0.74% of Delta Investment Management's portfolio in Q2 2026, its #35 holding.
Delta Investment Management first reported a position in Direxion HCM Tactical Enhanced US ETF in Q4 2023 and has held it in 11 quarters since.
Delta Investment Management's Direxion HCM Tactical Enhanced US ETF position peaked at $4.54M in Q3 2025.
41 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.