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 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

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

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

WCM

WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Discipline Wealth Solutions's HCMT Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 302% in Q1 2026, buying an estimated $30M and bringing the position to 1,057,983 shares worth $37.2M. The position accounts for 3.92% of the portfolio, ranked #5.

Discipline Wealth Solutions first reported a position in HCMT in Q3 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

Discipline Wealth Solutions held 1,057,983 shares of Direxion HCM Tactical Enhanced US ETF worth $37.2M as of Q1 2026.
Discipline Wealth Solutions bought 794,616 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $30M.
Direxion HCM Tactical Enhanced US ETF made up 3.92% of Discipline Wealth Solutions's portfolio in Q1 2026, its #5 holding.
Discipline Wealth Solutions first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.