Atria Investments’s HCM Defender 500 Index ETF LGH Stock Holding History

Atria Investments’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 Q1	$349K	Buy	6,120 +2,014	+49%	+$123K	﹤0.01%	1658
2025 Q4	$254K	Sell	4,106 -143	-3%	-$8.79K	﹤0.01%	1840
2025 Q3	$257K	Sell	4,249 -351	-8%	-$20.1K	﹤0.01%	1801
2025 Q2	$250K	Sell	4,600 -3,288	-42%	-$162K	﹤0.01%	1800
2025 Q1	$381K	Sell	7,888 -6	-0.1%	-$310	﹤0.01%	1492
2024 Q4	$411K	Sell	7,894 -611	-7%	-$32.1K	0.01%	1429
2024 Q3	$432K	Sell	8,505 -588	-6%	-$29K	0.01%	1404
2024 Q2	$450K	Buy	+9,093	New	+$424K	0.01%	1356

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

Atria Investments's LGH Position: Q1 2026 in Review

Atria Investments increased its HCM Defender 500 Index ETF (LGH) stake by 49% in Q1 2026, buying an estimated $123K and bringing the position to 6,120 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Atria Investments first reported a position in LGH in Q2 2024 and has held it in 8 quarters since. The position peaked at $450K in Q2 2024. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Atria Investments held 6,120 shares of HCM Defender 500 Index ETF worth $349K as of Q1 2026.
Atria Investments bought 2,014 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $123K.
HCM Defender 500 Index ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1658 holding.
Atria Investments first reported a position in HCM Defender 500 Index ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's HCM Defender 500 Index ETF position peaked at $450K in Q2 2024.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.