Optivise Advisory Services’s HCM Defender 100 Index ETF QQH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.29M Buy
122,564
+35,838
+41% +$2.42M 4.23% 2
2025
Q1
$5.07M Sell
86,726
-52,896
-38% -$3.09M 2.85% 5
2024
Q4
$9.36M Buy
139,622
+36,393
+35% +$2.44M 5.04% 2
2024
Q3
$6.51M Sell
103,229
-3,061
-3% -$193K 3.42% 3
2024
Q2
$6.54M Buy
+106,290
New +$6.54M 3.53% 2