Jeff Yass’s HCM Defender 500 Index ETF LGH Stock Holding History

Jeff Yass’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	$1.05M	Sell	16,467 -10,063	-38%	-$622K	﹤0.01%	8081
2026 Q1	$1.51M	Buy	+26,530	New	+$1.62M	﹤0.01%	6852
2025 Q4	–	Sell	-5,311	Closed	-$321K	–	13052
2025 Q3	$321K	Buy	+5,311	New	+$304K	﹤0.01%	9956
2025 Q2	–	Sell	-15,302	Closed	-$739K	–	13260
2025 Q1	$739K	Buy	+15,302	New	+$789K	﹤0.01%	8015
2024 Q3	–	Sell	-7,345	Closed	-$363K	–	12558
2024 Q2	$363K	Sell	7,345 -9,271	-56%	-$432K	﹤0.01%	9036
2024 Q1	$773K	Sell	16,616 -18,451	-53%	-$802K	﹤0.01%	7482
2023 Q4	$1.44M	Buy	35,067 +2,328	+7%	+$89.3K	﹤0.01%	6094
2023 Q3	$1.22M	Buy	32,739 +20,880	+176%	+$823K	﹤0.01%	6182
2023 Q2	$467K	Sell	11,859 -27,460	-70%	-$999K	﹤0.01%	8479
2023 Q1	$1.38M	Buy	39,319 +11,374	+41%	+$392K	﹤0.01%	6003
2022 Q4	$932K	Buy	27,945 +16,182	+138%	+$551K	﹤0.01%	6351
2022 Q3	$390K	Buy	11,763 +3,572	+44%	+$124K	﹤0.01%	9125
2022 Q2	$284K	Buy	+8,191	New	+$304K	﹤0.01%	9716

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Jeff Yass's LGH Position: Q2 2026 in Review

Jeff Yass reduced its HCM Defender 500 Index ETF (LGH) stake by 38% in Q2 2026, selling an estimated $622K and leaving 16,467 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #8081.

Jeff Yass first reported a position in LGH in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 42 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Jeff Yass held 16,467 shares of HCM Defender 500 Index ETF worth $1.05M as of Q2 2026.
Jeff Yass sold 10,063 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $622K.
HCM Defender 500 Index ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8081 holding.
Jeff Yass first reported a position in HCM Defender 500 Index ETF in Q2 2022 and has held it in 13 quarters since.
Jeff Yass's HCM Defender 500 Index ETF position peaked at $1.51M in Q1 2026.
42 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.