LPL Financial
LGH icon

LPL Financial’s HCM Defender 500 Index ETF LGH Stock Holding History

LPL Financial’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 		$10.2M Buy
179,840
+70,049
+64% +$4.28M ﹤0.01% 1979
2025
Q4 		$6.8M Buy
109,791
+8,127
+8% +$500K ﹤0.01% 2270
2025
Q3 		$6.14M Buy
101,664
+40,695
+67% +$2.33M ﹤0.01% 2290
2025
Q2 		$3.32M Sell
60,969
-1,848
-3% -$91.3K ﹤0.01% 2647
2025
Q1 		$3.03M Buy
62,817
+4,388
+8% +$226K ﹤0.01% 2558
2024
Q4 		$3.04M Buy
58,429
+10,417
+22% +$547K ﹤0.01% 2489
2024
Q3 		$2.44M Buy
48,012
+22,830
+91% +$1.12M ﹤0.01% 2542
2024
Q2 		$1.25M Buy
25,182
+675
+3% +$31.5K ﹤0.01% 3045
2024
Q1 		$1.14M Sell
24,507
-674
-3% -$29.3K ﹤0.01% 3057
2023
Q4 		$1.04M Buy
25,181
+2,992
+13% +$115K ﹤0.01% 3015
2023
Q3 		$829K Sell
22,189
-86
-0.4% -$3.39K ﹤0.01% 3057
2023
Q2 		$877K Sell
22,275
-1,161
-5% -$42.2K ﹤0.01% 2954
2023
Q1 		$823K Sell
23,436
-2,185
-9% -$75.3K ﹤0.01% 2905
2022
Q4 		$854K Buy
25,621
+4,649
+22% +$158K ﹤0.01% 2762
2022
Q3 		$696K Sell
20,972
-285
-1% -$9.87K ﹤0.01% 2839
2022
Q2 		$738K Sell
21,257
-110,197
-84% -$4.1M ﹤0.01% 2848
2022
Q1 		$5.46M Buy
131,454
+2,729
+2% +$114K ﹤0.01% 1387
2021
Q4 		$5.95M Buy
128,725
+5,922
+5% +$261K 0.01% 1342
2021
Q3 		$4.92M Buy
122,803
+8,405
+7% +$350K ﹤0.01% 1399
2021
Q2 		$4.58M Buy
114,398
+1,863
+2% +$71.5K ﹤0.01% 1397
2021
Q1 		$4.01M Buy
112,535
+15,494
+16% +$531K ﹤0.01% 1372
2020
Q4 		$3.21M Sell
97,041
-7,027
-7% -$215K ﹤0.01% 1378
2020
Q3 		$2.98M Buy
104,068
+2,361
+2% +$65.7K ﹤0.01% 1234
2020
Q2 		$2.56M Buy
101,707
+229
+0.2% +$5.44K ﹤0.01% 1218
2020
Q1 		$2.29M Buy
+101,478
New +$2.72M ﹤0.01% 1109

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 22.94% 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 $44.6B AUM 28.94% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
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

LPL Financial's LGH Position: Q1 2026 in Review

LPL Financial increased its HCM Defender 500 Index ETF (LGH) stake by 64% in Q1 2026, buying an estimated $4.28M and bringing the position to 179,840 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

LPL Financial first reported a position in LGH in Q1 2020 and has held it in 25 quarters since. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • LPL Financial held 179,840 shares of HCM Defender 500 Index ETF worth $10.2M as of Q1 2026.
  • LPL Financial bought 70,049 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $4.28M.
  • HCM Defender 500 Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1979 holding.
  • LPL Financial first reported a position in HCM Defender 500 Index ETF in Q1 2020 and has held it in 25 quarters since.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.