Integrated Wealth Concepts’s HCM Defender 500 Index ETF LGH Stock Holding History

Integrated Wealth Concepts’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	$537K	Buy	+9,425	New	+$576K	﹤0.01%	1497

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

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

Integrated Wealth Concepts's LGH Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in HCM Defender 500 Index ETF (LGH) in Q1 2026: 9,425 shares worth $537K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings.

45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Integrated Wealth Concepts held 9,425 shares of HCM Defender 500 Index ETF worth $537K as of Q1 2026.
HCM Defender 500 Index ETF was a new Integrated Wealth Concepts position in Q1 2026.
HCM Defender 500 Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1497 holding.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.