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

VitalStone 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
2024
Q3 		$17.7K Buy
503
+1
+0.2% +$33 0.01% 233
2024
Q2 		$17.1K Buy
502
+100
+25% +$3.1K 0.01% 234
2024
Q1 		$12K Buy
402
+2
+0.5% +$58 0.01% 260
2023
Q4 		$11K Hold
400
– – 0.01% 276
2023
Q3 		$9K Buy
+400
New +$10.3K 0.01% 246

Other funds holding HCMT

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VitalStone Financial's HCMT Position: Q3 2024 in Review

VitalStone Financial increased its Direxion HCM Tactical Enhanced US ETF (HCMT) stake by 0.2% in Q3 2024, buying an estimated $33 and bringing the position to 503 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #233.

VitalStone Financial first reported a position in HCMT in Q3 2023 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold HCMT as of Q3 2024.

  • VitalStone Financial held 503 shares of Direxion HCM Tactical Enhanced US ETF worth $17.7K as of Q3 2024.
  • VitalStone Financial bought 1 Direxion HCM Tactical Enhanced US ETF share in Q3 2024, an estimated $33.
  • Direxion HCM Tactical Enhanced US ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #233 holding.
  • VitalStone Financial first reported a position in Direxion HCM Tactical Enhanced US ETF in Q3 2023 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Direxion HCM Tactical Enhanced US ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.