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Foundations Investment Advisors’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Foundations Investment Advisors’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 		$7.86M Buy
187,396
+3,269
+2% +$127K 0.08% 195
2026
Q1 		$6.48M Sell
184,127
-8,198
-4% -$310K 0.08% 192
2025
Q4 		$7.42M Sell
192,325
-19,768
-9% -$761K 0.1% 170
2025
Q3 		$7.95M Sell
212,093
-9,313
-4% -$322K 0.12% 155
2025
Q2 		$7.21M Buy
221,406
+41,033
+23% +$1.17M 0.11% 158
2025
Q1 		$5.45M Sell
180,373
-3,113
-2% -$110K 0.1% 195
2024
Q4 		$6.62M Buy
183,486
+8,954
+5% +$330K 0.13% 148
2024
Q3 		$6.15M Buy
174,532
+39,538
+29% +$1.32M 0.13% 143
2024
Q2 		$4.6M Buy
134,994
+21,391
+19% +$662K 0.11% 147
2024
Q1 		$3.51M Buy
113,603
+2,261
+2% +$65.1K 0.09% 175
2023
Q4 		$3.11M Buy
111,342
+48,684
+78% +$1.19M 0.08% 175
2023
Q3 		$1.49M Buy
62,658
+11,064
+21% +$285K 0.05% 247
2023
Q2 		$1.34M Buy
+51,594
New +$1.3M 0.04% 226

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LPL Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Foundations Investment Advisors's HCMT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 1.8% in Q2 2026, buying an estimated $127K and bringing the position to 187,396 shares worth $7.86M. The position accounts for 0.08% of the portfolio, ranked #195.

Foundations Investment Advisors first reported a position in HCMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.95M in Q3 2025. 40 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

  • Foundations Investment Advisors held 187,396 shares of Direxion HCM Tactical Enhanced US ETF worth $7.86M as of Q2 2026.
  • Foundations Investment Advisors bought 3,269 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $127K.
  • Direxion HCM Tactical Enhanced US ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q2 2026, its #195 holding.
  • Foundations Investment Advisors first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Direxion HCM Tactical Enhanced US ETF position peaked at $7.95M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.