Simplicity Wealth’s HCM Defender 100 Index ETF QQH Stock Holding History

Simplicity Wealth’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	$3.18M	Sell	37,186 -567	-2%	-$45.7K	0.11%	199
2026 Q1	$2.64M	Buy	37,753 +667	+2%	+$50.2K	0.15%	142
2025 Q4	$2.87M	Sell	37,086 -2,576	-6%	-$201K	0.17%	134
2025 Q3	$3.03M	Sell	39,662 -41,026	-51%	-$2.92M	0.18%	126
2025 Q2	$5.46M	Buy	80,688 +34,311	+74%	+$2.06M	0.23%	100
2025 Q1	$2.71M	Buy	+46,377	New	+$3M	0.21%	118

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 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $308M AUM 26.77% 1-Year Est. Return

JWCA

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Simplicity Wealth's QQH Position: Q2 2026 in Review

Simplicity Wealth reduced its HCM Defender 100 Index ETF (QQH) stake by 1.5% in Q2 2026, selling an estimated $45.7K and leaving 37,186 shares worth $3.18M. The position accounts for 0.11% of the portfolio, ranked #199.

Simplicity Wealth first reported a position in QQH in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.46M in Q2 2025. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Simplicity Wealth held 37,186 shares of HCM Defender 100 Index ETF worth $3.18M as of Q2 2026.
Simplicity Wealth sold 567 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $45.7K.
HCM Defender 100 Index ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #199 holding.
Simplicity Wealth first reported a position in HCM Defender 100 Index ETF in Q1 2025 and has held it in 6 quarters since.
Simplicity Wealth's HCM Defender 100 Index ETF position peaked at $5.46M in Q2 2025.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.