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 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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

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

Discipline Wealth Solutions's HCMT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 14% in Q2 2026, buying an estimated $5.64M and bringing the position to 1,203,003 shares worth $50.5M. The position accounts for 4.4% of the portfolio, ranked #4.

Discipline Wealth Solutions first reported a position in HCMT in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

Discipline Wealth Solutions held 1,203,003 shares of Direxion HCM Tactical Enhanced US ETF worth $50.5M as of Q2 2026.
Discipline Wealth Solutions bought 145,020 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $5.64M.
Direxion HCM Tactical Enhanced US ETF made up 4.4% of Discipline Wealth Solutions's portfolio in Q2 2026, its #4 holding.
Discipline Wealth Solutions first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.