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Aegis Wealth Management (Iowa)’s HCM Defender 500 Index ETF LGH Stock Holding History

Aegis Wealth Management (Iowa)’s Portfolio LGH Stock Details LGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9M Buy
264,683
+13,626
+5% +$842K 10.89% 2
2026
Q1 		$14.3M Buy
251,057
+14,075
+6% +$860K 11.24% 2
2025
Q4 		$14.7M Buy
+236,982
New +$14.6M 11.53% 2

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s LGH Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its HCM Defender 500 Index ETF (LGH) stake by 5.4% in Q2 2026, buying an estimated $842K and bringing the position to 264,683 shares worth $16.9M. The position accounts for 10.89% of the portfolio, ranked #2.

Aegis Wealth Management (Iowa) first reported a position in LGH in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 264,683 shares of HCM Defender 500 Index ETF worth $16.9M as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 13,626 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $842K.
  • HCM Defender 500 Index ETF made up 10.89% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #2 holding.
  • Aegis Wealth Management (Iowa) first reported a position in HCM Defender 500 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.