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Forum Financial Management’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Forum Financial Management’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
2025
Q1 		– Sell
-11,793
Closed -$426K – 894
2024
Q4 		$426K Hold
11,793
– – 0.01% 443
2024
Q3 		$416K Hold
11,793
– – 0.01% 387
2024
Q2 		$402K Buy
+11,793
New +$365K 0.01% 380

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return

Forum Financial Management's HCMT Position: Q1 2025 in Review

Forum Financial Management sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q1 2025, closing a stake of 11,793 shares — an estimated $426K sold.

Forum Financial Management first reported a position in HCMT in Q2 2024 and held it in 3 quarters. The position peaked at $426K in Q4 2024. 35 funds tracked by Wall St. Rank hold HCMT as of Q1 2025.

  • Forum Financial Management reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 11,793 Direxion HCM Tactical Enhanced US ETF shares in Q1 2025, an estimated $426K.
  • Forum Financial Management first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2024 and held it in 3 quarters.
  • Forum Financial Management's Direxion HCM Tactical Enhanced US ETF position peaked at $426K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.