Cetera Advisor Networks’s HCM Defender 500 Index ETF LGH Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$3.09M	Buy	66,375 +18,489	+39%	+$804K	0.02%	822
2023 Q4	$1.97M	Sell	47,886 -917	-2%	-$35.2K	0.01%	968
2023 Q3	$1.82M	Buy	48,803 +8,710	+22%	+$343K	0.01%	937
2023 Q2	$1.58M	Sell	40,093 -121,002	-75%	-$4.4M	0.01%	977
2023 Q1	$5.66M	Buy	161,095 +12,694	+9%	+$437K	0.04%	433
2022 Q4	$4.95M	Buy	148,401 +24,244	+20%	+$825K	0.04%	460
2022 Q3	$4.12M	Buy	124,157 +13,303	+12%	+$461K	0.05%	374
2022 Q2	$3.85M	Buy	110,854 +3,469	+3%	+$129K	0.05%	381
2022 Q1	$4.46M	Sell	107,385 -56,154	-34%	-$2.35M	0.05%	341
2021 Q4	$7.55M	Buy	163,539 +124,506	+319%	+$5.5M	0.09%	235
2021 Q3	$1.56M	Buy	39,033 +5,095	+15%	+$212K	0.02%	647
2021 Q2	$1.36M	Buy	+33,938	New	+$1.3M	0.02%	681

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

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

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

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

JWCA

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisor Networks's LGH Position: Q1 2024 in Review

Cetera Advisor Networks increased its HCM Defender 500 Index ETF (LGH) stake by 39% in Q1 2024, buying an estimated $804K and bringing the position to 66,375 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #822.

Cetera Advisor Networks first reported a position in LGH in Q2 2021 and has held it in 12 quarters since. The position peaked at $7.55M in Q4 2021. 25 funds tracked by Wall St. Rank hold LGH as of Q1 2024.

Cetera Advisor Networks held 66,375 shares of HCM Defender 500 Index ETF worth $3.09M as of Q1 2024.
Cetera Advisor Networks bought 18,489 HCM Defender 500 Index ETF shares in Q1 2024, an estimated $804K.
HCM Defender 500 Index ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #822 holding.
Cetera Advisor Networks first reported a position in HCM Defender 500 Index ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's HCM Defender 500 Index ETF position peaked at $7.55M in Q4 2021.
25 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.