KAS
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Kestra Advisory Services’s HCM Defender 500 Index ETF LGH Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,828
Closed -$237K – 3833
2025
Q4 		$237K Buy
3,828
+11
+0.3% +$676 ﹤0.01% 2736
2025
Q3 		$231K Hold
3,817
– – ﹤0.01% 2642
2025
Q2 		$208K Buy
+3,817
New +$189K ﹤0.01% 2634

Other funds holding LGH

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

Kestra Advisory Services's LGH Position: Q1 2026 in Review

Kestra Advisory Services sold out of HCM Defender 500 Index ETF (LGH) in Q1 2026, closing a stake of 3,828 shares — an estimated $237K sold.

Kestra Advisory Services first reported a position in LGH in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Kestra Advisory Services reported no remaining HCM Defender 500 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,828 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $237K.
  • Kestra Advisory Services first reported a position in HCM Defender 500 Index ETF in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's HCM Defender 500 Index ETF position peaked at $237K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.