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

Lifestyle 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
2026
Q2 		$8.51M Buy
133,414
+15,950
+14% +$986K 2.29% 13
2026
Q1 		$6.69M Buy
117,464
+32,851
+39% +$2.01M 2.19% 11
2025
Q4 		$5.24M Sell
84,613
-2,025
-2% -$124K 1.71% 12
2025
Q3 		$5.23M Buy
86,638
+10,639
+14% +$608K 1.79% 14
2025
Q2 		$4.14M Buy
75,999
+21,503
+39% +$1.06M 1.93% 13
2025
Q1 		$2.63M Buy
54,496
+10,298
+23% +$531K 1.45% 13
2024
Q4 		$2.3M Buy
44,198
+1,288
+3% +$67.7K 1.25% 13
2024
Q3 		$2.18M Sell
42,910
-317
-0.7% -$15.6K 1.2% 12
2024
Q2 		$2.14M Buy
43,227
+398
+0.9% +$18.6K 1.23% 13
2024
Q1 		$1.99M Buy
42,829
+14
+0% +$609 1.18% 12
2023
Q4 		$1.76M Buy
42,815
+93
+0.2% +$3.57K 0.98% 15
2023
Q3 		$1.6M Buy
42,722
+26,926
+170% +$1.06M 0.97% 15
2023
Q2 		$622K Sell
15,796
-9
-0.1% -$327 0.37% 46
2023
Q1 		$555K Buy
15,805
+359
+2% +$12.4K 0.37% 46
2022
Q4 		$515K Buy
+15,446
New +$525K 0.41% 45

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

Lifestyle Asset Management's LGH Position: Q2 2026 in Review

Lifestyle Asset Management increased its HCM Defender 500 Index ETF (LGH) stake by 14% in Q2 2026, buying an estimated $986K and bringing the position to 133,414 shares worth $8.51M. The position accounts for 2.29% of the portfolio, ranked #13.

Lifestyle Asset Management first reported a position in LGH in Q4 2022 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Lifestyle Asset Management held 133,414 shares of HCM Defender 500 Index ETF worth $8.51M as of Q2 2026.
  • Lifestyle Asset Management bought 15,950 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $986K.
  • HCM Defender 500 Index ETF made up 2.29% of Lifestyle Asset Management's portfolio in Q2 2026, its #13 holding.
  • Lifestyle Asset Management first reported a position in HCM Defender 500 Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.