Koshinski Asset Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Koshinski Asset Management’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
2022 Q4	–	Sell	-15,225	Closed	-$505K	–	624
2022 Q3	$505K	Sell	15,225 -2,580	-14%	-$89.4K	0.06%	323
2022 Q2	$618K	Sell	17,805 -300	-2%	-$11.2K	0.06%	325
2022 Q1	$753K	Buy	18,105 +3,765	+26%	+$157K	0.06%	307
2021 Q4	$662K	Buy	14,340 +7,740	+117%	+$342K	0.05%	346
2021 Q3	$264K	Buy	+6,600	New	+$275K	0.02%	538

Other funds holding LGH

HCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Koshinski Asset Management's LGH Position: Q4 2022 in Review

Koshinski Asset Management sold out of HCM Defender 500 Index ETF (LGH) in Q4 2022, closing a stake of 15,225 shares — an estimated $505K sold.

Koshinski Asset Management first reported a position in LGH in Q3 2021 and held it in 5 quarters. The position peaked at $753K in Q1 2022. 28 funds tracked by Wall St. Rank hold LGH as of Q4 2022.

Koshinski Asset Management reported no remaining HCM Defender 500 Index ETF position as of Q4 2022 after selling out during the quarter.
Koshinski Asset Management sold 15,225 HCM Defender 500 Index ETF shares in Q4 2022, an estimated $505K.
Koshinski Asset Management first reported a position in HCM Defender 500 Index ETF in Q3 2021 and held it in 5 quarters.
Koshinski Asset Management's HCM Defender 500 Index ETF position peaked at $753K in Q1 2022.
28 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.