Cetera Investment Advisers
LGH icon

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

Cetera Investment Advisers’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
Q1 		$33.2M Sell
583,494
-5,419
-0.9% -$331K 0.04% 495
2025
Q4 		$36.5M Sell
588,913
-50,668
-8% -$3.12M 0.04% 438
2025
Q3 		$38.6M Buy
639,581
+46,157
+8% +$2.64M 0.04% 406
2025
Q2 		$32.3M Buy
593,424
+91,137
+18% +$4.5M 0.05% 354
2025
Q1 		$24.3M Buy
502,287
+84,621
+20% +$4.37M 0.05% 403
2024
Q4 		$21.7M Buy
417,666
+38,248
+10% +$2.01M 0.05% 399
2024
Q3 		$19.3M Buy
379,418
+39,498
+12% +$1.95M 0.04% 429
2024
Q2 		$16.8M Buy
339,920
+41,474
+14% +$1.93M 0.04% 450
2024
Q1 		$13.9M Buy
298,446
+187,503
+169% +$8.15M 0.03% 527
2023
Q4 		$4.57M Buy
110,943
+12,535
+13% +$481K 0.04% 469
2023
Q3 		$3.68M Buy
98,408
+3,509
+4% +$138K 0.03% 517
2023
Q2 		$3.74M Sell
94,899
-2,591
-3% -$94.2K 0.03% 511
2023
Q1 		$3.42M Sell
97,490
-273
-0.3% -$9.4K 0.03% 517
2022
Q4 		$3.26M Buy
97,763
+25,468
+35% +$866K 0.03% 518
2022
Q3 		$2.4M Buy
72,295
+814
+1% +$28.2K 0.05% 402
2022
Q2 		$2.48M Sell
71,481
-79,824
-53% -$2.97M 0.04% 453
2022
Q1 		$6.29M Buy
151,305
+36,133
+31% +$1.51M 0.09% 241
2021
Q4 		$5.32M Buy
115,172
+71,522
+164% +$3.16M 0.08% 272
2021
Q3 		$1.75M Buy
43,650
+18,526
+74% +$773K 0.03% 558
2021
Q2 		$1M Buy
25,124
+12,039
+92% +$462K 0.02% 776
2021
Q1 		$467K Sell
13,085
-10,713
-45% -$367K 0.01% 1017
2020
Q4 		$787K Buy
+23,798
New +$728K 0.02% 764

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 22.94% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Cetera Investment Advisers's LGH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its HCM Defender 500 Index ETF (LGH) stake by 0.92% in Q1 2026, selling an estimated $331K and leaving 583,494 shares worth $33.2M. The position accounts for 0.04% of the portfolio, ranked #495.

Cetera Investment Advisers first reported a position in LGH in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.6M in Q3 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Cetera Investment Advisers held 583,494 shares of HCM Defender 500 Index ETF worth $33.2M as of Q1 2026.
  • Cetera Investment Advisers sold 5,419 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $331K.
  • HCM Defender 500 Index ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #495 holding.
  • Cetera Investment Advisers first reported a position in HCM Defender 500 Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's HCM Defender 500 Index ETF position peaked at $38.6M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.