Wealth Enhancement Advisory Services
QQH icon

Wealth Enhancement Advisory Services’s HCM Defender 100 Index ETF QQH Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-4,369
Closed -$293K – 3123
2024
Q4 		$293K Buy
+4,369
New +$288K ﹤0.01% 2404

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $5.83B AUM 32.38% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's QQH Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of HCM Defender 100 Index ETF (QQH) in Q1 2025, closing a stake of 4,369 shares — an estimated $293K sold.

Wealth Enhancement Advisory Services first reported a position in QQH in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 40 funds tracked by Wall St. Rank hold QQH as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining HCM Defender 100 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 4,369 HCM Defender 100 Index ETF shares in Q1 2025, an estimated $293K.
  • Wealth Enhancement Advisory Services first reported a position in HCM Defender 100 Index ETF in Q4 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's HCM Defender 100 Index ETF position peaked at $293K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.