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

Cetera Advisors’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 		$7.13M Buy
153,112
+123,554
+418% +$5.37M 0.06% 344
2023
Q4 		$1.22M Buy
29,558
+750
+3% +$28.8K 0.02% 695
2023
Q3 		$1.08M Sell
28,808
-2,001
-6% -$78.9K 0.02% 698
2023
Q2 		$1.21M Sell
30,809
-3,846
-11% -$140K 0.02% 645
2023
Q1 		$1.22M Sell
34,655
-7,876
-19% -$271K 0.02% 620
2022
Q4 		$1.42M Buy
42,531
+27,824
+189% +$947K 0.03% 547
2022
Q3 		$488K Sell
14,707
-4,530
-24% -$157K 0.01% 789
2022
Q2 		$668K Buy
19,237
+1,359
+8% +$50.5K 0.02% 724
2022
Q1 		$743K Buy
17,878
+5,057
+39% +$211K 0.01% 719
2021
Q4 		$592K Buy
12,821
+5,901
+85% +$260K 0.01% 819
2021
Q3 		$277K Buy
+6,920
New +$289K 0.01% 1148

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors's LGH Position: Q1 2024 in Review

Cetera Advisors increased its HCM Defender 500 Index ETF (LGH) stake by 418% in Q1 2024, buying an estimated $5.37M and bringing the position to 153,112 shares worth $7.13M. The position accounts for 0.06% of the portfolio, ranked #344.

Cetera Advisors first reported a position in LGH in Q3 2021 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold LGH as of Q1 2024.

  • Cetera Advisors held 153,112 shares of HCM Defender 500 Index ETF worth $7.13M as of Q1 2024.
  • Cetera Advisors bought 123,554 HCM Defender 500 Index ETF shares in Q1 2024, an estimated $5.37M.
  • HCM Defender 500 Index ETF made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #344 holding.
  • Cetera Advisors first reported a position in HCM Defender 500 Index ETF in Q3 2021 and has held it in 11 quarters since.
  • 25 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2024.

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