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Lifestyle Asset Management’s HCM Defender 100 Index ETF QQH Stock Holding History

Lifestyle Asset Management’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
Q1 		$7.15M Buy
102,385
+29,622
+41% +$2.23M 2.34% 10
2025
Q4 		$5.63M Buy
72,763
+49
+0.1% +$3.82K 1.83% 11
2025
Q3 		$5.55M Buy
72,714
+8,957
+14% +$638K 1.9% 12
2025
Q2 		$4.31M Buy
63,757
+17,986
+39% +$1.08M 2.01% 12
2025
Q1 		$2.68M Buy
45,771
+8,390
+22% +$542K 1.47% 12
2024
Q4 		$2.51M Buy
37,381
+446
+1% +$29.4K 1.37% 12
2024
Q3 		$2.33M Sell
36,935
-610
-2% -$37.1K 1.29% 10
2024
Q2 		$2.31M Buy
37,545
+348
+0.9% +$19.6K 1.33% 11
2024
Q1 		$2.04M Sell
37,197
-42
-0.1% -$2.21K 1.21% 11
2023
Q4 		$1.87M Sell
37,239
-62
-0.2% -$2.91K 1.04% 12
2023
Q3 		$1.67M Buy
37,301
+22,577
+153% +$1.07M 1.01% 13
2023
Q2 		$695K Sell
14,724
-38
-0.3% -$1.59K 0.42% 45
2023
Q1 		$581K Buy
14,762
+390
+3% +$14.4K 0.39% 45
2022
Q4 		$489K Buy
+14,372
New +$507K 0.39% 46

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $116M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Lifestyle Asset Management's QQH Position: Q1 2026 in Review

Lifestyle Asset Management increased its HCM Defender 100 Index ETF (QQH) stake by 41% in Q1 2026, buying an estimated $2.23M and bringing the position to 102,385 shares worth $7.15M. The position accounts for 2.34% of the portfolio, ranked #10.

Lifestyle Asset Management first reported a position in QQH in Q4 2022 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

  • Lifestyle Asset Management held 102,385 shares of HCM Defender 100 Index ETF worth $7.15M as of Q1 2026.
  • Lifestyle Asset Management bought 29,622 HCM Defender 100 Index ETF shares in Q1 2026, an estimated $2.23M.
  • HCM Defender 100 Index ETF made up 2.34% of Lifestyle Asset Management's portfolio in Q1 2026, its #10 holding.
  • Lifestyle Asset Management first reported a position in HCM Defender 100 Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.