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LGH icon

NewEdge Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

NewEdge Advisors’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 		$3.37M Buy
52,857
+6,862
+15% +$424K 0.01% 947
2026
Q1 		$2.62M Buy
45,995
+24,322
+112% +$1.49M 0.01% 964
2025
Q4 		$1.34M Buy
+21,673
New +$1.33M ﹤0.01% 1307

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
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

NewEdge Advisors's LGH Position: Q2 2026 in Review

NewEdge Advisors increased its HCM Defender 500 Index ETF (LGH) stake by 15% in Q2 2026, buying an estimated $424K and bringing the position to 52,857 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #947.

NewEdge Advisors first reported a position in LGH in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • NewEdge Advisors held 52,857 shares of HCM Defender 500 Index ETF worth $3.37M as of Q2 2026.
  • NewEdge Advisors bought 6,862 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $424K.
  • HCM Defender 500 Index ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #947 holding.
  • NewEdge Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.