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
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 $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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

HighPoint Advisor Group's LGH Position: Q1 2026 in Review

HighPoint Advisor Group reduced its HCM Defender 500 Index ETF (LGH) stake by 22% in Q1 2026, selling an estimated $1.02M and leaving 60,256 shares worth $3.43M. The position accounts for 0.14% of the portfolio, ranked #131.

HighPoint Advisor Group first reported a position in LGH in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.77M in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • HighPoint Advisor Group held 60,256 shares of HCM Defender 500 Index ETF worth $3.43M as of Q1 2026.
  • HighPoint Advisor Group sold 16,673 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $1.02M.
  • HCM Defender 500 Index ETF made up 0.14% of HighPoint Advisor Group's portfolio in Q1 2026, its #131 holding.
  • HighPoint Advisor Group first reported a position in HCM Defender 500 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • HighPoint Advisor Group's HCM Defender 500 Index ETF position peaked at $4.77M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.