Commonwealth Equity Services
LGH icon

Commonwealth Equity Services’s HCM Defender 500 Index ETF LGH Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-5,528
Closed -$274K – 4143
2024
Q2 		$274K Sell
5,528
-1,317
-19% -$61.4K ﹤0.01% 3372
2024
Q1 		$319K Sell
6,845
-1,542
-18% -$67K ﹤0.01% 3219
2023
Q4 		$345K Sell
8,387
-563
-6% -$21.6K ﹤0.01% 3047
2023
Q3 		$334K Buy
8,950
+124
+1% +$4.89K ﹤0.01% 2930
2023
Q2 		$347K Hold
8,826
– – ﹤0.01% 2923
2023
Q1 		$309 Buy
8,826
+1,380
+19% +$47.5K ﹤0.01% 2946
2022
Q4 		$248K Sell
7,446
-150
-2% -$5.1K ﹤0.01% 3029
2022
Q3 		$252K Hold
7,596
– – ﹤0.01% 2963
2022
Q2 		$263K Buy
7,596
+390
+5% +$14.5K ﹤0.01% 2957
2022
Q1 		$299K Sell
7,206
-181
-2% -$7.56K ﹤0.01% 2974
2021
Q4 		$341K Buy
7,387
+754
+11% +$33.3K ﹤0.01% 2857
2021
Q3 		$265K Buy
+6,633
New +$277K ﹤0.01% 3039

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services's LGH Position: Q3 2024 in Review

Commonwealth Equity Services sold out of HCM Defender 500 Index ETF (LGH) in Q3 2024, closing a stake of 5,528 shares — an estimated $274K sold.

Commonwealth Equity Services first reported a position in LGH in Q3 2021 and held it in 12 quarters. The position peaked at $347K in Q2 2023. 30 funds tracked by Wall St. Rank hold LGH as of Q3 2024.

  • Commonwealth Equity Services reported no remaining HCM Defender 500 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,528 HCM Defender 500 Index ETF shares in Q3 2024, an estimated $274K.
  • Commonwealth Equity Services first reported a position in HCM Defender 500 Index ETF in Q3 2021 and held it in 12 quarters.
  • Commonwealth Equity Services's HCM Defender 500 Index ETF position peaked at $347K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.