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Legacy Capital Group California’s HCM Defender 100 Index ETF QQH Stock Holding History

Legacy Capital Group California’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
2023
Q4 		– Sell
-6,371
Closed -$286K – 301
2023
Q3 		$286K Buy
+6,371
New +$301K 0.12% 216

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Legacy Capital Group California's QQH Position: Q4 2023 in Review

Legacy Capital Group California sold out of HCM Defender 100 Index ETF (QQH) in Q4 2023, closing a stake of 6,371 shares — an estimated $286K sold.

Legacy Capital Group California first reported a position in QQH in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 32 funds tracked by Wall St. Rank hold QQH as of Q4 2023.

  • Legacy Capital Group California reported no remaining HCM Defender 100 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 6,371 HCM Defender 100 Index ETF shares in Q4 2023, an estimated $286K.
  • Legacy Capital Group California first reported a position in HCM Defender 100 Index ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's HCM Defender 100 Index ETF position peaked at $286K in Q3 2023.
  • 32 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.