Foundations Investment Advisors’s HCM Defender 100 Index ETF QQH Stock Holding History

Foundations Investment Advisors’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	$2.04M	Buy	23,822 +499	+2%	+$40.2K	0.02%	399
2026 Q1	$1.63M	Sell	23,323 -350	-1%	-$26.3K	0.02%	415
2025 Q4	$1.83M	Sell	23,673 -2,600	-10%	-$202K	0.02%	371
2025 Q3	$2.01M	Sell	26,273 -4,151	-14%	-$296K	0.03%	315
2025 Q2	$2.06M	Sell	30,424 -75	-0.2%	-$4.51K	0.03%	309
2025 Q1	$1.78M	Sell	30,499 -159	-0.5%	-$10.3K	0.03%	308
2024 Q4	$2.06M	Buy	30,658 +230	+0.8%	+$15.1K	0.04%	286
2024 Q3	$1.92M	Buy	30,428 +9,367	+44%	+$570K	0.04%	277
2024 Q2	$1.3M	Buy	21,061 +5,351	+34%	+$301K	0.03%	297
2024 Q1	$862K	Buy	15,710 +620	+4%	+$32.6K	0.02%	346
2023 Q4	$772K	Buy	15,090 +6,831	+83%	+$320K	0.02%	350
2023 Q3	$370K	Sell	8,259 -1,479	-15%	-$69.8K	0.01%	461
2023 Q2	$460K	Sell	9,738 -8,764	-47%	-$367K	0.02%	377
2023 Q1	$728K	Buy	+18,502	New	+$682K	0.03%	268

Other funds holding QQH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

MCM

McKinney Capital Management Houston, Texas $254M AUM

DWS

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

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

Foundations Investment Advisors increased its HCM Defender 100 Index ETF (QQH) stake by 2.1% in Q2 2026, buying an estimated $40.2K and bringing the position to 23,822 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #399.

Foundations Investment Advisors first reported a position in QQH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.06M in Q2 2025. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Foundations Investment Advisors held 23,822 shares of HCM Defender 100 Index ETF worth $2.04M as of Q2 2026.
Foundations Investment Advisors bought 499 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $40.2K.
HCM Defender 100 Index ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #399 holding.
Foundations Investment Advisors first reported a position in HCM Defender 100 Index ETF in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's HCM Defender 100 Index ETF position peaked at $2.06M in Q2 2025.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

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