Optivise Advisory Services’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Optivise Advisory Services’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 Q2	–	Sell	-24,812	Closed	-$873K	–	234
2026 Q1	$873K	Sell	24,812 -19,188	-44%	-$725K	0.53%	50
2025 Q4	$1.7M	Sell	44,000 -11,570	-21%	-$445K	0.98%	25
2025 Q3	$2.08M	Buy	55,570 +33,870	+156%	+$1.17M	1.24%	17
2025 Q2	$707K	Buy	+21,700	New	+$619K	0.36%	70
2025 Q1	–	Sell	-12,614	Closed	-$455K	–	204
2024 Q4	$455K	Buy	12,614 +5,625	+80%	+$207K	0.25%	94
2024 Q3	$246K	Sell	6,989 -22,159	-76%	-$741K	0.13%	143
2024 Q2	$992K	Buy	+29,148	New	+$902K	0.54%	51

Other funds holding HCMT

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

AWMI

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optivise Advisory Services's HCMT Position: Q2 2026 in Review

Optivise Advisory Services sold out of Direxion HCM Tactical Enhanced US ETF (HCMT) in Q2 2026, closing a stake of 24,812 shares — an estimated $873K sold.

Optivise Advisory Services first reported a position in HCMT in Q2 2024 and held it in 7 quarters. The position peaked at $2.08M in Q3 2025. 4 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

Optivise Advisory Services reported no remaining Direxion HCM Tactical Enhanced US ETF position as of Q2 2026 after selling out during the quarter.
Optivise Advisory Services sold 24,812 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $873K.
Optivise Advisory Services first reported a position in Direxion HCM Tactical Enhanced US ETF in Q2 2024 and held it in 7 quarters.
Optivise Advisory Services's Direxion HCM Tactical Enhanced US ETF position peaked at $2.08M in Q3 2025.
4 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.