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

GeoWealth 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
2021
Q1 		– Sell
-65,419
Closed -$2.17M – 225
2020
Q4 		$2.17M Sell
65,419
-4,201
-6% -$129K 0.35% 80
2020
Q3 		$1.99M Buy
69,620
+15,983
+30% +$445K 0.6% 57
2020
Q2 		$1.35M Buy
53,637
+40,346
+304% +$958K 0.56% 54
2020
Q1 		$300K Buy
+13,291
New +$356K 0.21% 70

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

GeoWealth Management's LGH Position: Q1 2021 in Review

GeoWealth Management sold out of HCM Defender 500 Index ETF (LGH) in Q1 2021, closing a stake of 65,419 shares — an estimated $2.17M sold.

GeoWealth Management first reported a position in LGH in Q1 2020 and held it in 4 quarters. The position peaked at $2.17M in Q4 2020. 11 funds tracked by Wall St. Rank hold LGH as of Q1 2021.

  • GeoWealth Management reported no remaining HCM Defender 500 Index ETF position as of Q1 2021 after selling out during the quarter.
  • GeoWealth Management sold 65,419 HCM Defender 500 Index ETF shares in Q1 2021, an estimated $2.17M.
  • GeoWealth Management first reported a position in HCM Defender 500 Index ETF in Q1 2020 and held it in 4 quarters.
  • GeoWealth Management's HCM Defender 500 Index ETF position peaked at $2.17M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2021.

Based on GeoWealth Management's 13F filing for Q1 2021, filed 13 May 2021.