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Summit Financial’s HCM Defender 100 Index ETF QQH Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-6,087
Closed -$465K – 1322
2025
Q3 		$465K Buy
+6,087
New +$434K 0.01% 907

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $38.8B AUM 21.88% 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
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Summit Financial's QQH Position: Q4 2025 in Review

Summit Financial sold out of HCM Defender 100 Index ETF (QQH) in Q4 2025, closing a stake of 6,087 shares — an estimated $465K sold.

Summit Financial first reported a position in QQH in Q3 2025 and held it in 1 quarter. The position peaked at $465K in Q3 2025. 54 funds tracked by Wall St. Rank hold QQH as of Q4 2025.

  • Summit Financial reported no remaining HCM Defender 100 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 6,087 HCM Defender 100 Index ETF shares in Q4 2025, an estimated $465K.
  • Summit Financial first reported a position in HCM Defender 100 Index ETF in Q3 2025 and held it in 1 quarter.
  • Summit Financial's HCM Defender 100 Index ETF position peaked at $465K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.