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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
Q2 		– Sell
-6,120
Closed -$349K – 2216
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 $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
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
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

Atria Investments's LGH Position: Q2 2026 in Review

Atria Investments sold out of HCM Defender 500 Index ETF (LGH) in Q2 2026, closing a stake of 6,120 shares — an estimated $349K sold.

Atria Investments first reported a position in LGH in Q2 2024 and held it in 8 quarters. The position peaked at $450K in Q2 2024. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Atria Investments reported no remaining HCM Defender 500 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 6,120 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $349K.
  • Atria Investments first reported a position in HCM Defender 500 Index ETF in Q2 2024 and held it in 8 quarters.
  • Atria Investments's HCM Defender 500 Index ETF position peaked at $450K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.