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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
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 $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

NewEdge Advisors's LGH Position: Q1 2026 in Review

NewEdge Advisors increased its HCM Defender 500 Index ETF (LGH) stake by 112% in Q1 2026, buying an estimated $1.49M and bringing the position to 45,995 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #964.

NewEdge Advisors first reported a position in LGH in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • NewEdge Advisors held 45,995 shares of HCM Defender 500 Index ETF worth $2.62M as of Q1 2026.
  • NewEdge Advisors bought 24,322 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $1.49M.
  • HCM Defender 500 Index ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #964 holding.
  • NewEdge Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.