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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
Q2 		$1.16M Buy
18,251
+8,826
+94% +$546K 0.01% 1261
2026
Q1 		$537K Buy
+9,425
New +$576K ﹤0.01% 1497

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

Integrated Wealth Concepts's LGH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its HCM Defender 500 Index ETF (LGH) stake by 94% in Q2 2026, buying an estimated $546K and bringing the position to 18,251 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1261.

Integrated Wealth Concepts first reported a position in LGH in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Integrated Wealth Concepts held 18,251 shares of HCM Defender 500 Index ETF worth $1.16M as of Q2 2026.
  • Integrated Wealth Concepts bought 8,826 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $546K.
  • HCM Defender 500 Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1261 holding.
  • Integrated Wealth Concepts first reported a position in HCM Defender 500 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.