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 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WCM

WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Foundations Investment Advisors's HCMT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 4.3% in Q1 2026, selling an estimated $310K and leaving 184,127 shares worth $6.48M. The position accounts for 0.08% of the portfolio, ranked #192.

Foundations Investment Advisors first reported a position in HCMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.95M in Q3 2025. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

Foundations Investment Advisors held 184,127 shares of Direxion HCM Tactical Enhanced US ETF worth $6.48M as of Q1 2026.
Foundations Investment Advisors sold 8,198 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $310K.
Direxion HCM Tactical Enhanced US ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #192 holding.
Foundations Investment Advisors first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2023 and has held it in 12 quarters since.
Foundations Investment Advisors's Direxion HCM Tactical Enhanced US ETF position peaked at $7.95M in Q3 2025.
36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.