HAG
LGH icon

HighPoint Advisor Group’s HCM Defender 500 Index ETF LGH Stock Holding History

HighPoint Advisor Group’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 		$4.05M Buy
63,455
+3,199
+5% +$198K 0.14% 135
2026
Q1 		$3.43M Sell
60,256
-16,673
-22% -$1.02M 0.14% 131
2025
Q4 		$4.77M Buy
+76,929
New +$4.73M 0.1% 176

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

HighPoint Advisor Group's LGH Position: Q2 2026 in Review

HighPoint Advisor Group increased its HCM Defender 500 Index ETF (LGH) stake by 5.3% in Q2 2026, buying an estimated $198K and bringing the position to 63,455 shares worth $4.05M. The position accounts for 0.14% of the portfolio, ranked #135.

HighPoint Advisor Group first reported a position in LGH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.77M in Q4 2025. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • HighPoint Advisor Group held 63,455 shares of HCM Defender 500 Index ETF worth $4.05M as of Q2 2026.
  • HighPoint Advisor Group bought 3,199 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $198K.
  • HCM Defender 500 Index ETF made up 0.14% of HighPoint Advisor Group's portfolio in Q2 2026, its #135 holding.
  • HighPoint Advisor Group first reported a position in HCM Defender 500 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's HCM Defender 500 Index ETF position peaked at $4.77M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.