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McDonald Partners’s HCM Defender 500 Index ETF LGH Stock Holding History

McDonald Partners’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
Q1 		– Sell
-1,522
Closed -$70.3K – 531
2021
Q4 		$70.3K Buy
+1,522
New +$67.2K 0.07% 100

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

McDonald Partners's LGH Position: Q1 2022 in Review

McDonald Partners sold out of HCM Defender 500 Index ETF (LGH) in Q1 2022, closing a stake of 1,522 shares — an estimated $70.3K sold.

McDonald Partners first reported a position in LGH in Q4 2021 and held it in 1 quarter. The position peaked at $70.3K in Q4 2021. 33 funds tracked by Wall St. Rank hold LGH as of Q1 2022.

  • McDonald Partners reported no remaining HCM Defender 500 Index ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 1,522 HCM Defender 500 Index ETF shares in Q1 2022, an estimated $70.3K.
  • McDonald Partners first reported a position in HCM Defender 500 Index ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's HCM Defender 500 Index ETF position peaked at $70.3K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.