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

Howard Capital 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
2026
Q1 		$231M Sell
6,107,282
-72,844
-1% -$4.45M 3.77% 7
2025
Q4 		$255M Sell
6,180,126
-65,210
-1% -$4.01M 3.31% 10
2025
Q3 		$253M Buy
6,245,336
+213,561
+4% +$12.2M 3.34% 10
2025
Q2 		$217M Buy
6,031,775
+635
+0% +$31.4K 3.24% 10
2025
Q1 		$192M Sell
6,031,140
-40,815
-0.7% -$2.11M 4.83% 5
2024
Q4 		$209M Buy
6,071,955
+78,623
+1% +$4.13M 3.25% 9
2024
Q3 		$200M Buy
5,993,332
+2,159,747
+56% +$106M 3.29% 10
2024
Q2 		$190M Buy
3,833,585
+80,487
+2% +$3.75M 18.66% 2
2024
Q1 		$175M Buy
3,753,098
+75,407
+2% +$3.28M 19.08% 2
2023
Q4 		$151M Buy
3,677,691
+19,857
+0.5% +$762K 18.71% 2
2023
Q3 		$137M Buy
3,657,834
+57,706
+2% +$2.27M 18.45% 2
2023
Q2 		$142M Buy
3,600,128
+38,908
+1% +$1.42M 19.15% 2
2023
Q1 		$125M Buy
3,561,220
+4,789
+0.1% +$165K 21.6% 3
2022
Q4 		$119M Sell
3,556,431
-174,086
-5% -$5.92M 33.72% 2
2022
Q3 		$124M Buy
3,730,517
+104,530
+3% +$3.62M 36.4% 2
2022
Q2 		$126M Buy
3,625,987
+68,752
+2% +$2.56M 35.21% 2
2022
Q1 		$148M Buy
3,557,235
+441,905
+14% +$18.5M 33.99% 2
2021
Q4 		$157M Sell
3,115,330
-112,531
-3% -$4.97M 19.32% 2
2021
Q3 		$131M Buy
3,227,861
+653,579
+25% +$27.3M 19.4% 3
2021
Q2 		$86.5M Buy
2,574,282
+60,312
+2% +$2.31M 16.41% 3
2021
Q1 		$95.2M Buy
2,513,970
+19,655
+0.8% +$674K 16.95% 3
2020
Q4 		$82.9M Buy
2,494,315
+50,152
+2% +$1.54M 16.52% 3
2020
Q3 		$70M Buy
2,444,163
+91,658
+4% +$2.55M 16.03% 3
2020
Q2 		$61.1M Buy
2,352,505
+83,017
+4% +$1.97M 17.22% 3
2020
Q1 		$51.3M Buy
2,269,488
+453,668
+25% +$12.2M 21.73% 3
2019
Q4 		$51.9M Buy
+1,815,820
New +$48.6M 17.88% 3

Other funds holding LGH

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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Howard Capital Management's LGH Position: Q1 2026 in Review

Howard Capital Management reduced its HCM Defender 500 Index ETF (LGH) stake by 1.2% in Q1 2026, selling an estimated $4.45M and leaving 6,107,282 shares worth $231M. The position accounts for 3.77% of the portfolio, ranked #7.

Howard Capital Management first reported a position in LGH in Q4 2019 and has held it in 26 quarters since. The position peaked at $255M in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Howard Capital Management held 6,107,282 shares of HCM Defender 500 Index ETF worth $231M as of Q1 2026.
  • Howard Capital Management sold 72,844 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $4.45M.
  • HCM Defender 500 Index ETF made up 3.77% of Howard Capital Management's portfolio in Q1 2026, its #7 holding.
  • Howard Capital Management first reported a position in HCM Defender 500 Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Howard Capital Management's HCM Defender 500 Index ETF position peaked at $255M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Howard Capital Management's 13F filing for Q1 2026, filed 5 May 2026.