Envestnet Portfolio Solutions
LGH icon

Envestnet Portfolio Solutions’s HCM Defender 500 Index ETF LGH Stock Holding History

Envestnet Portfolio Solutions’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 		$200K Buy
+3,144
New +$194K ﹤0.01% 1360
2025
Q3 		– Sell
-33,048
Closed -$1.8M – 1531
2025
Q2 		$1.8M Buy
+33,048
New +$1.63M 0.01% 593

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 Portfolio Solutions's LGH Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in HCM Defender 500 Index ETF (LGH) in Q2 2026: 3,144 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in LGH as recently as Q2 2025.

Envestnet Portfolio Solutions first reported a position in LGH in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.8M in Q2 2025. 20 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,144 shares of HCM Defender 500 Index ETF worth $200K as of Q2 2026.
  • HCM Defender 500 Index ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1360 holding.
  • Envestnet Portfolio Solutions first reported a position in HCM Defender 500 Index ETF in Q2 2025 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's HCM Defender 500 Index ETF position peaked at $1.8M in Q2 2025.
  • 20 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.