J.W. Cole Advisors’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

J.W. Cole 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	–	Sell	-13,560	Closed	-$523K	–	1049
2025 Q4	$523K	Sell	13,560 -2,489	-16%	-$95.8K	0.01%	881
2025 Q3	$602K	Sell	16,049 -5,278	-25%	-$183K	0.01%	923
2025 Q2	$695K	Sell	21,327 -997	-4%	-$28.4K	0.01%	805
2025 Q1	$674K	Buy	22,324 +9,484	+74%	+$336K	0.02%	676
2024 Q4	$463K	Buy	12,840 +3,111	+32%	+$115K	0.02%	628
2024 Q3	$343K	Buy	9,729 +1,875	+24%	+$62.7K	0.01%	730
2024 Q2	$267K	Buy	+7,854	New	+$243K	0.01%	747

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

DWS

Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

J.W. Cole Advisors's HCMT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q1 2026, closing a stake of 13,560 shares — an estimated $523K sold.

J.W. Cole Advisors first reported a position in HCMT in Q2 2024 and held it in 7 quarters. The position peaked at $695K in Q2 2025. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

J.W. Cole Advisors reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 13,560 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $523K.
J.W. Cole Advisors first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2024 and held it in 7 quarters.
J.W. Cole Advisors's Direxion HCM Tactical Enhanced US ETF position peaked at $695K in Q2 2025.
36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.