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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

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 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. 13 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.
  • 13 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.