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Cliff Asness’s HCM Defender 500 Index ETF LGH Stock Holding History

Cliff Asness’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 		– Sell
-4,208
Closed -$203K – 3342
2025
Q1 		$203K Buy
+4,208
New +$217K ﹤0.01% 2881

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 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Cliff Asness's LGH Position: Q2 2025 in Review

Cliff Asness sold out of HCM Defender 500 Index ETF (LGH) in Q2 2025, closing a stake of 4,208 shares — an estimated $203K sold.

Cliff Asness first reported a position in LGH in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 40 funds tracked by Wall St. Rank hold LGH as of Q2 2025.

  • Cliff Asness reported no remaining HCM Defender 500 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Cliff Asness sold 4,208 HCM Defender 500 Index ETF shares in Q2 2025, an estimated $203K.
  • Cliff Asness first reported a position in HCM Defender 500 Index ETF in Q1 2025 and held it in 1 quarter.
  • Cliff Asness's HCM Defender 500 Index ETF position peaked at $203K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2025.

Based on AQR Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.