GRP
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Global Retirement Partners’s HCM Defender 500 Index ETF LGH Stock Holding History

Global Retirement Partners’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
Q1 		– Sell
-652
Closed -$26.6K – 3444
2023
Q4 		$26.6K Buy
+652
New +$25K ﹤0.01% 1622

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Global Retirement Partners's LGH Position: Q1 2024 in Review

Global Retirement Partners sold out of HCM Defender 500 Index ETF (LGH) in Q1 2024, closing a stake of 652 shares — an estimated $26.6K sold.

Global Retirement Partners first reported a position in LGH in Q4 2023 and held it in 1 quarter. The position peaked at $26.6K in Q4 2023. 25 funds tracked by Wall St. Rank hold LGH as of Q1 2024.

  • Global Retirement Partners reported no remaining HCM Defender 500 Index ETF position as of Q1 2024 after selling out during the quarter.
  • Global Retirement Partners sold 652 HCM Defender 500 Index ETF shares in Q1 2024, an estimated $26.6K.
  • Global Retirement Partners first reported a position in HCM Defender 500 Index ETF in Q4 2023 and held it in 1 quarter.
  • Global Retirement Partners's HCM Defender 500 Index ETF position peaked at $26.6K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.