Fidelity Investments
LGH icon

Fidelity Investments’s HCM Defender 500 Index ETF LGH Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-10
Closed -$508 – 5711
2024
Q3 		$508 Buy
+10
New +$493 ﹤0.01% 4965
2023
Q3 		– Sell
-1
Closed -$39 – 5429
2023
Q2 		$39 Buy
+1
New +$36 ﹤0.01% 5061

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
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments's LGH Position: Q4 2024 in Review

Fidelity Investments sold out of HCM Defender 500 Index ETF (LGH) in Q4 2024, closing a stake of 10 shares — an estimated $508 sold.

Fidelity Investments first reported a position in LGH in Q2 2023 and held it in 2 quarters. The position peaked at $508 in Q3 2024. 34 funds tracked by Wall St. Rank hold LGH as of Q4 2024.

  • Fidelity Investments reported no remaining HCM Defender 500 Index ETF position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 10 HCM Defender 500 Index ETF shares in Q4 2024, an estimated $508.
  • Fidelity Investments first reported a position in HCM Defender 500 Index ETF in Q2 2023 and held it in 2 quarters.
  • Fidelity Investments's HCM Defender 500 Index ETF position peaked at $508 in Q3 2024.
  • 34 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.