Envestnet Asset Management
LGH icon

Envestnet Asset Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Envestnet Asset Management’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
Q2 		$49.6M Sell
777,689
-6,247
-0.8% -$386K 0.01% 868
2026
Q1 		$44.7M Buy
783,936
+27,116
+4% +$1.66M 0.01% 858
2025
Q4 		$46.9M Sell
756,820
-56,572
-7% -$3.48M 0.01% 780
2025
Q3 		$49.1M Buy
813,392
+65,998
+9% +$3.77M 0.01% 783
2025
Q2 		$40.7M Buy
747,394
+88,180
+13% +$4.36M 0.01% 846
2025
Q1 		$31.8M Buy
659,214
+71,847
+12% +$3.71M 0.01% 917
2024
Q4 		$30.6M Buy
587,367
+87,571
+18% +$4.6M 0.01% 948
2024
Q3 		$25.4M Buy
499,796
+26,447
+6% +$1.3M 0.01% 1044
2024
Q2 		$23.4M Buy
473,349
+40,479
+9% +$1.89M 0.01% 1040
2024
Q1 		$20.1M Buy
432,870
+147,819
+52% +$6.43M 0.01% 1105
2023
Q4 		$11.7M Buy
285,051
+16,661
+6% +$639K ﹤0.01% 1333
2023
Q3 		$10M Buy
268,390
+6,681
+3% +$263K ﹤0.01% 1370
2023
Q2 		$10.3M Sell
261,709
-1,117
-0.4% -$40.6K ﹤0.01% 1282
2023
Q1 		$9.23M Buy
262,826
+1,985
+0.8% +$68.4K ﹤0.01% 1284
2022
Q4 		$8.7M Buy
260,841
+15,915
+6% +$541K ﹤0.01% 1277
2022
Q3 		$8.13M Buy
244,926
+47,238
+24% +$1.64M ﹤0.01% 1233
2022
Q2 		$6.86M Buy
197,688
+17,242
+10% +$641K ﹤0.01% 1346
2022
Q1 		$7.5M Buy
180,446
+57,598
+47% +$2.41M ﹤0.01% 1382
2021
Q4 		$5.67M Buy
122,848
+21,773
+22% +$961K ﹤0.01% 1526
2021
Q3 		$4.05M Buy
101,075
+11,877
+13% +$495K ﹤0.01% 1659
2021
Q2 		$3.57M Buy
89,198
+31,822
+55% +$1.22M ﹤0.01% 1714
2021
Q1 		$2.05M Buy
57,376
+10,999
+24% +$377K ﹤0.01% 1923
2020
Q4 		$1.53M Sell
46,377
-12,196
-21% -$373K ﹤0.01% 1931
2020
Q3 		$1.68M Sell
58,573
-2,637
-4% -$73.4K ﹤0.01% 1718
2020
Q2 		$1.54M Buy
61,210
+7,452
+14% +$177K ﹤0.01% 1728
2020
Q1 		$1.22M Buy
53,758
+29,433
+121% +$788K ﹤0.01% 1708
2019
Q4 		$680K Buy
+24,325
New +$651K ﹤0.01% 2253

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Envestnet Asset Management's LGH Position: Q2 2026 in Review

Envestnet Asset Management reduced its HCM Defender 500 Index ETF (LGH) stake by 0.8% in Q2 2026, selling an estimated $386K and leaving 777,689 shares worth $49.6M. The position accounts for 0.01% of the portfolio, ranked #868.

Envestnet Asset Management first reported a position in LGH in Q4 2019 and has held it in 27 quarters since. 21 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Envestnet Asset Management held 777,689 shares of HCM Defender 500 Index ETF worth $49.6M as of Q2 2026.
  • Envestnet Asset Management sold 6,247 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $386K.
  • HCM Defender 500 Index ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #868 holding.
  • Envestnet Asset Management first reported a position in HCM Defender 500 Index ETF in Q4 2019 and has held it in 27 quarters since.
  • 21 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.