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 Q2	$333K	Sell	7,947 -394	-5%	-$15.3K	﹤0.01%	1266
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Summit Financial's HCMT Position: Q2 2026 in Review

Summit Financial reduced its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 4.7% in Q2 2026, selling an estimated $15.3K and leaving 7,947 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Summit Financial first reported a position in HCMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q3 2025. 40 funds tracked by Wall St. Rank hold HCMT as of Q2 2026.

Summit Financial held 7,947 shares of Direxion HCM Tactical Enhanced US ETF worth $333K as of Q2 2026.
Summit Financial sold 394 Direxion HCM Tactical Enhanced US ETF shares in Q2 2026, an estimated $15.3K.
Direxion HCM Tactical Enhanced US ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1266 holding.
Summit Financial first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Direxion HCM Tactical Enhanced US ETF position peaked at $396K in Q3 2025.
40 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.