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

Optivise Advisory Services’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
Q2 		$6.86M Sell
80,132
-8,335
-9% -$672K 3.48% 1
2026
Q1 		$6.18M Sell
88,467
-2,845
-3% -$214K 3.74% 3
2025
Q4 		$7.06M Sell
91,312
-27,431
-23% -$2.14M 4.07% 2
2025
Q3 		$9.06M Sell
118,743
-3,821
-3% -$272K 5.39% 2
2025
Q2 		$8.29M Buy
122,564
+35,838
+41% +$2.15M 4.23% 2
2025
Q1 		$5.07M Sell
86,726
-52,896
-38% -$3.42M 2.85% 5
2024
Q4 		$9.36M Buy
139,622
+36,393
+35% +$2.4M 5.04% 2
2024
Q3 		$6.51M Sell
103,229
-3,061
-3% -$186K 3.42% 3
2024
Q2 		$6.54M Buy
+106,290
New +$5.98M 3.53% 2

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
MCM
McKinney Capital Management Houston, Texas $254M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

Optivise Advisory Services reduced its HCM Defender 100 Index ETF (QQH) stake by 9.4% in Q2 2026, selling an estimated $672K and leaving 80,132 shares worth $6.86M. The position accounts for 3.48% of the portfolio, ranked #1.

Optivise Advisory Services first reported a position in QQH in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.36M in Q4 2024. 29 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

  • Optivise Advisory Services held 80,132 shares of HCM Defender 100 Index ETF worth $6.86M as of Q2 2026.
  • Optivise Advisory Services sold 8,335 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $672K.
  • HCM Defender 100 Index ETF made up 3.48% of Optivise Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Optivise Advisory Services first reported a position in HCM Defender 100 Index ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's HCM Defender 100 Index ETF position peaked at $9.36M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

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