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Summit Financial’s Direxion HCM Tactical Enhanced US ETF HCMT Stock Holding History

Summit Financial’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
Q1 		$294K Sell
8,341
-338
-4% -$12.8K ﹤0.01% 1203
2025
Q4 		$335K Sell
8,679
-1,892
-18% -$72.8K ﹤0.01% 1036
2025
Q3 		$396K Buy
+10,571
New +$366K 0.01% 960

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Summit Financial's HCMT Position: Q1 2026 in Review

Summit Financial reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 3.9% in Q1 2026, selling an estimated $12.8K and leaving 8,341 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Summit Financial first reported a position in HCMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $396K in Q3 2025. 36 funds tracked by Wall St. Rank hold HCMT as of Q1 2026.

  • Summit Financial held 8,341 shares of Direxion HCM Tactical Enhanced US ETF worth $294K as of Q1 2026.
  • Summit Financial sold 338 Direxion HCM Tactical Enhanced US ETF shares in Q1 2026, an estimated $12.8K.
  • Direxion HCM Tactical Enhanced US ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1203 holding.
  • Summit Financial first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Direxion HCM Tactical Enhanced US ETF position peaked at $396K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.