Morgan Stanley’s HCM Defender 100 Index ETF QQH Stock Holding History

Morgan Stanley’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	$35K	Sell	501 -1	-0.2%	-$75	﹤0.01%	6541
2025 Q4	$38.8K	Buy	502 +1	+0.2%	+$78	﹤0.01%	6506
2025 Q3	$38.2K	Hold	501	–	–	﹤0.01%	6490
2025 Q2	$33.9K	Sell	501 -1	-0.2%	-$60	﹤0.01%	6490
2025 Q1	$29.4K	Buy	502 +1	+0.2%	+$65	﹤0.01%	6444
2024 Q4	$33.6K	Sell	501 -1	-0.2%	-$66	﹤0.01%	6413
2024 Q3	$31.7K	Hold	502	–	–	﹤0.01%	6348
2024 Q2	$30.9K	Sell	502 -145	-22%	-$8.15K	﹤0.01%	6326
2024 Q1	$35.5K	Sell	647 -355	-35%	-$18.7K	﹤0.01%	6336
2023 Q4	$50.4K	Sell	1,002 -702	-41%	-$32.9K	﹤0.01%	6382
2023 Q3	$76.4K	Buy	1,704 +1,203	+240%	+$56.8K	﹤0.01%	5999
2023 Q2	$23.7K	Hold	501	–	–	﹤0.01%	6513
2023 Q1	$19.7K	Hold	501	–	–	﹤0.01%	6634
2022 Q4	$17.1K	Hold	501	–	–	﹤0.01%	6747
2022 Q3	$18K	Hold	501	–	–	﹤0.01%	6839
2022 Q2	$19K	Buy	+501	New	+$20.2K	﹤0.01%	7007
2021 Q4	–	Sell	-100	Closed	-$5K	–	8081
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	7490
2021 Q2	$5K	Buy	+100	New	+$4.46K	﹤0.01%	7389

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 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $239M AUM 21.17% 1-Year Est. Return

JWCA

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

BCI

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

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

MCM

McKinney Capital Management Houston, Texas $254M AUM

AWMI

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

Morgan Stanley's QQH Position: Q1 2026 in Review

Morgan Stanley reduced its HCM Defender 100 Index ETF (QQH) stake by 0.2% in Q1 2026, selling an estimated $75 and leaving 501 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #6541.

Morgan Stanley first reported a position in QQH in Q2 2021 and has held it in 18 quarters since. The position peaked at $76.4K in Q3 2023. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

Morgan Stanley held 501 shares of HCM Defender 100 Index ETF worth $35K as of Q1 2026.
Morgan Stanley sold 1 HCM Defender 100 Index ETF share in Q1 2026, an estimated $75.
HCM Defender 100 Index ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6541 holding.
Morgan Stanley first reported a position in HCM Defender 100 Index ETF in Q2 2021 and has held it in 18 quarters since.
Morgan Stanley's HCM Defender 100 Index ETF position peaked at $76.4K in Q3 2023.
54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.