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

Atria Wealth Solutions’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
2025 Q2	$2.12M	Buy	+39,030	New	+$1.93M	0.05%	402
2023 Q4	–	Sell	-5,478	Closed	-$205K	–	1987
2023 Q3	$205K	Buy	+5,478	New	+$216K	﹤0.01%	1689
2023 Q2	–	Sell	-6,208	Closed	-$218K	–	1938
2023 Q1	$218K	Sell	6,208 -20,177	-76%	-$695K	﹤0.01%	1622
2022 Q4	$880K	Buy	26,385 +11,629	+79%	+$396K	0.01%	807
2022 Q3	$490K	Buy	14,756 +6,106	+71%	+$212K	0.01%	1031
2022 Q2	$300K	Buy	8,650 +1,489	+21%	+$55.4K	0.01%	1212
2022 Q1	$298K	Buy	+7,161	New	+$299K	0.01%	1319

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

BCI

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

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

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

JCM

J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Atria Wealth Solutions's LGH Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in HCM Defender 500 Index ETF (LGH) in Q2 2025: 39,030 shares worth $2.12M. The stake represents 0.05% of the portfolio and ranks #402 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in LGH as recently as Q3 2023.

Atria Wealth Solutions first reported a position in LGH in Q1 2022 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold LGH as of Q2 2025.

Atria Wealth Solutions held 39,030 shares of HCM Defender 500 Index ETF worth $2.12M as of Q2 2025.
HCM Defender 500 Index ETF was a new Atria Wealth Solutions position in Q2 2025.
HCM Defender 500 Index ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #402 holding.
Atria Wealth Solutions first reported a position in HCM Defender 500 Index ETF in Q1 2022 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.