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Fulcrum Equity Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Fulcrum Equity 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
2022
Q2 		– Sell
-84,324
Closed -$3.5M – 96
2022
Q1 		$3.5M Sell
84,324
-2,421
-3% -$101K 2.08% 13
2021
Q4 		$4.01M Buy
86,745
+26,459
+44% +$1.17M 1.5% 20
2021
Q3 		$2.42M Sell
60,286
-437
-0.7% -$18.2K 0.94% 35
2021
Q2 		$2.43M Buy
+60,723
New +$2.33M 0.91% 28

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Fulcrum Equity Management's LGH Position: Q2 2022 in Review

Fulcrum Equity Management sold out of HCM Defender 500 Index ETF (LGH) in Q2 2022, closing a stake of 84,324 shares — an estimated $3.5M sold.

Fulcrum Equity Management first reported a position in LGH in Q2 2021 and held it in 4 quarters. The position peaked at $4.01M in Q4 2021. 28 funds tracked by Wall St. Rank hold LGH as of Q2 2022.

  • Fulcrum Equity Management reported no remaining HCM Defender 500 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 84,324 HCM Defender 500 Index ETF shares in Q2 2022, an estimated $3.5M.
  • Fulcrum Equity Management first reported a position in HCM Defender 500 Index ETF in Q2 2021 and held it in 4 quarters.
  • Fulcrum Equity Management's HCM Defender 500 Index ETF position peaked at $4.01M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.