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 Q3	$16.8M	Buy	191,913 +594	+0.3%	+$49.8K	1.46%	19
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

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

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

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

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

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

Discipline Wealth Solutions increased its HCM Defender 100 Index ETF (QQH) stake by 0.31% in Q3 2026, buying an estimated $49.8K and bringing the position to 191,913 shares worth $16.8M. The position accounts for 1.46% of the portfolio, ranked #19.

Discipline Wealth Solutions first reported a position in QQH in Q3 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold QQH as of Q3 2026.

Discipline Wealth Solutions held 191,913 shares of HCM Defender 100 Index ETF worth $16.8M as of Q3 2026.
Discipline Wealth Solutions bought 594 HCM Defender 100 Index ETF shares in Q3 2026, an estimated $49.8K.
HCM Defender 100 Index ETF made up 1.46% of Discipline Wealth Solutions's portfolio in Q3 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 9 quarters since.
17 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q3 2026.

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