Discipline Wealth Solutions’s HCM Defender 100 Index ETF QQH Stock Holding History

Discipline Wealth Solutions’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	$16.4M	Buy	191,319 +35,160	+23%	+$2.83M	1.43%	19
2026 Q1	$10.9M	Buy	156,159 +102,831	+193%	+$7.74M	1.15%	22
2025 Q4	$4.13M	Buy	53,328 +13,147	+33%	+$1.02M	0.76%	28
2025 Q3	$3.07M	Buy	40,181 +1,509	+4%	+$108K	0.81%	26
2025 Q2	$2.61M	Buy	38,672 +2,433	+7%	+$146K	1%	18
2025 Q1	$2.12M	Sell	36,239 -4,259	-11%	-$275K	1.01%	18
2024 Q4	$2.71M	Buy	40,498 +9,392	+30%	+$619K	1.26%	16
2024 Q3	$1.96M	Buy	+31,106	New	+$1.89M	1.04%	15

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 22.96% 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

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

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

Discipline Wealth Solutions increased its HCM Defender 100 Index ETF (QQH) stake by 23% in Q2 2026, buying an estimated $2.83M and bringing the position to 191,319 shares worth $16.4M. The position accounts for 1.43% of the portfolio, ranked #19.

Discipline Wealth Solutions first reported a position in QQH in Q3 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Discipline Wealth Solutions held 191,319 shares of HCM Defender 100 Index ETF worth $16.4M as of Q2 2026.
Discipline Wealth Solutions bought 35,160 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $2.83M.
HCM Defender 100 Index ETF made up 1.43% of Discipline Wealth Solutions's portfolio in Q2 2026, its #19 holding.
Discipline Wealth Solutions first reported a position in HCM Defender 100 Index ETF in Q3 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

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