Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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AWM
AE Wealth Management’s
HCM Defender 500 Index ETF
LGH
Stock Holding History
AE Wealth Management’s Portfolio
LGH Stock Details
LGH Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
2023
Q3
$751K
Buy
2023
Q2
$354K
Buy
2023
Q1
$279K
Sell
2022
Q4
$319K
Sell
2022
Q3
$601K
Sell
2022
Q2
$1.58M
Sell
2022
Q1
$9.9M
Buy
2021
Q4
$7.32M
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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