AssetMark Inc
LGH icon

AssetMark Inc’s HCM Defender 500 Index ETF LGH Stock Holding History

AssetMark Inc’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 		$49K Buy
768
+360
+88% +$22.3K ﹤0.01% 1839
2026
Q1 		$23.2K Sell
408
-163
-29% -$9.96K ﹤0.01% 1998
2025
Q4 		$35.4K Hold
571
– – ﹤0.01% 1832
2025
Q3 		$34.5K Hold
571
– – ﹤0.01% 1769
2025
Q2 		$31.1K Sell
571
-233
-29% -$11.5K ﹤0.01% 1694
2025
Q1 		$38.8K Buy
804
+757
+1,611% +$39K ﹤0.01% 1512
2024
Q4 		$2.45K Buy
+47
New +$2.47K ﹤0.01% 2078

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 22.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AssetMark Inc's LGH Position: Q2 2026 in Review

AssetMark Inc increased its HCM Defender 500 Index ETF (LGH) stake by 88% in Q2 2026, buying an estimated $22.3K and bringing the position to 768 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

AssetMark Inc first reported a position in LGH in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • AssetMark Inc held 768 shares of HCM Defender 500 Index ETF worth $49K as of Q2 2026.
  • AssetMark Inc bought 360 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $22.3K.
  • HCM Defender 500 Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1839 holding.
  • AssetMark Inc first reported a position in HCM Defender 500 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.