Belpointe Asset Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-2,650	Closed	-$93K	–	2130
2023 Q1	$93K	Buy	2,650 +8	+0.3%	+$276	0.01%	1353
2022 Q4	$88.1K	Sell	2,642 -1,308	-33%	-$44.5K	0.01%	1306
2022 Q3	$131K	Buy	+3,950	New	+$137K	0.01%	1024
2022 Q2	–	Sell	-2,500	Closed	-$104K	–	1209
2022 Q1	$104K	Hold	2,500	–	–	0.01%	1201
2021 Q4	$115K	Hold	2,500	–	–	0.01%	1136
2021 Q3	$100K	Buy	+2,500	New	+$104K	0.01%	1160

Other funds holding LGH

HCM

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

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

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

JWCA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Belpointe Asset Management's LGH Position: Q2 2023 in Review

Belpointe Asset Management sold out of HCM Defender 500 Index ETF (LGH) in Q2 2023, closing a stake of 2,650 shares — an estimated $93K sold.

Belpointe Asset Management first reported a position in LGH in Q3 2021 and held it in 6 quarters. The position peaked at $131K in Q3 2022. 26 funds tracked by Wall St. Rank hold LGH as of Q2 2023.

Belpointe Asset Management reported no remaining HCM Defender 500 Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,650 HCM Defender 500 Index ETF shares in Q2 2023, an estimated $93K.
Belpointe Asset Management first reported a position in HCM Defender 500 Index ETF in Q3 2021 and held it in 6 quarters.
Belpointe Asset Management's HCM Defender 500 Index ETF position peaked at $131K in Q3 2022.
26 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.