JWCA
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J.W. Cole Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

J.W. Cole Advisors’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 		$24.1M Buy
378,467
+336,628
+805% +$20.8M 0.41% 38
2026
Q1 		$2.38M Sell
41,839
-360,451
-90% -$22M 0.08% 218
2025
Q4 		$20M Buy
402,290
+5,453
+1% +$335K 0.48% 29
2025
Q3 		$24M Buy
396,837
+14,916
+4% +$853K 0.46% 31
2025
Q2 		$20.8M Buy
381,921
+100,340
+36% +$4.96M 0.44% 32
2025
Q1 		$13.6M Buy
281,581
+45,513
+19% +$2.35M 0.42% 38
2024
Q4 		$12.3M Buy
236,068
+20,999
+10% +$1.1M 0.5% 29
2024
Q3 		$10.9M Sell
215,069
-2,200
-1% -$108K 0.46% 34
2024
Q2 		$10.7M Buy
217,269
+41,566
+24% +$1.94M 0.51% 31
2024
Q1 		$8.18M Sell
175,703
-2,958
-2% -$129K 0.41% 43
2023
Q4 		$7.35M Sell
178,661
-2,257
-1% -$86.6K 0.43% 45
2023
Q3 		$6.76M Sell
180,918
-3,348
-2% -$132K 0.5% 38
2023
Q2 		$7.25M Buy
184,266
+20,341
+12% +$740K 0.52% 34
2023
Q1 		$5.76M Sell
163,925
-14,536
-8% -$501K 0.41% 49
2022
Q4 		$5.95M Buy
178,461
+6,102
+4% +$208K 0.46% 44
2022
Q3 		$5.72M Sell
172,359
-3,555
-2% -$123K 0.48% 41
2022
Q2 		$6.1M Buy
175,914
+11,025
+7% +$410K 0.49% 39
2022
Q1 		$6.85M Buy
164,889
+18,481
+13% +$772K 0.46% 36
2021
Q4 		$6.76M Buy
+146,408
New +$6.46M 0.44% 41
2021
Q3 		– Sell
-100,905
Closed -$4.04M – 640
2021
Q2 		$4.04M Buy
100,905
+2,148
+2% +$82.4K 0.32% 74
2021
Q1 		$3.52M Buy
98,757
+4,404
+5% +$151K 0.34% 65
2020
Q4 		$3.12M Buy
+94,353
New +$2.89M 0.32% 70
2020
Q3 		– Sell
-86,877
Closed -$2.19M – 792
2020
Q2 		$2.19M Buy
+86,877
New +$2.06M 0.33% 92
2020
Q1 		– Sell
-16,375
Closed -$458K – 329
2019
Q4 		$458K Buy
+16,375
New +$438K 0.06% 323

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

J.W. Cole Advisors's LGH Position: Q2 2026 in Review

J.W. Cole Advisors increased its HCM Defender 500 Index ETF (LGH) stake by 805% in Q2 2026, buying an estimated $20.8M and bringing the position to 378,467 shares worth $24.1M. The position accounts for 0.41% of the portfolio, ranked #38.

J.W. Cole Advisors first reported a position in LGH in Q4 2019 and has held it in 24 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • J.W. Cole Advisors held 378,467 shares of HCM Defender 500 Index ETF worth $24.1M as of Q2 2026.
  • J.W. Cole Advisors bought 336,628 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $20.8M.
  • HCM Defender 500 Index ETF made up 0.41% of J.W. Cole Advisors's portfolio in Q2 2026, its #38 holding.
  • J.W. Cole Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2019 and has held it in 24 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.