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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
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

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
DIM
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.