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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

Simplicity Wealth's QQH Position: Q1 2026 in Review

Simplicity Wealth increased its HCM Defender 100 Index ETF (QQH) stake by 1.8% in Q1 2026, buying an estimated $50.2K and bringing the position to 37,753 shares worth $2.64M. The position accounts for 0.15% of the portfolio, ranked #142.

Simplicity Wealth first reported a position in QQH in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.46M in Q2 2025. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

  • Simplicity Wealth held 37,753 shares of HCM Defender 100 Index ETF worth $2.64M as of Q1 2026.
  • Simplicity Wealth bought 667 HCM Defender 100 Index ETF shares in Q1 2026, an estimated $50.2K.
  • HCM Defender 100 Index ETF made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #142 holding.
  • Simplicity Wealth first reported a position in HCM Defender 100 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's HCM Defender 100 Index ETF position peaked at $5.46M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.