Discipline Wealth Solutions’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Discipline Wealth Solutions’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 Q3	$42.5M	Sell	995,902 -207,101	-17%	-$8.47M	3.69%	6
2026 Q2	$50.5M	Buy	1,203,003 +145,020	+14%	+$5.64M	4.4%	4
2026 Q1	$37.2M	Buy	1,057,983 +794,616	+302%	+$30M	3.92%	5
2025 Q4	$10.2M	Buy	263,367 +18,810	+8%	+$724K	1.88%	16
2025 Q3	$9.17M	Sell	244,557 -26,226	-10%	-$908K	2.42%	11
2025 Q2	$8.82M	Buy	270,783 +92,740	+52%	+$2.65M	3.38%	9
2025 Q1	$5.38M	Sell	178,043 -31,278	-15%	-$1.11M	2.57%	9
2024 Q4	$7.55M	Buy	209,321 +54,468	+35%	+$2.01M	3.5%	7
2024 Q3	$5.46M	Buy	+154,853	New	+$5.18M	2.88%	9

Other funds holding HCMT

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Discipline Wealth Solutions's HCMT Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 17% in Q3 2026, selling an estimated $8.47M and leaving 995,902 shares worth $42.5M. The position accounts for 3.69% of the portfolio, ranked #6.

Discipline Wealth Solutions first reported a position in HCMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $50.5M in Q2 2026. 7 funds tracked by Wall St. Rank hold HCMT as of Q3 2026.

Discipline Wealth Solutions held 995,902 shares of Direxion HCM Tactical Enhanced US ETF worth $42.5M as of Q3 2026.
Discipline Wealth Solutions sold 207,101 Direxion HCM Tactical Enhanced US ETF shares in Q3 2026, an estimated $8.47M.
Direxion HCM Tactical Enhanced US ETF made up 3.69% of Discipline Wealth Solutions's portfolio in Q3 2026, its #6 holding.
Discipline Wealth Solutions first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's Direxion HCM Tactical Enhanced US ETF position peaked at $50.5M in Q2 2026.
7 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.