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

Next Financial Group’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
2021 Q4	$366K	Buy	7,913 +4,460	+129%	+$197K	0.02%	663
2021 Q3	$138K	Buy	3,453 +2,380	+222%	+$99.2K	0.01%	984
2021 Q2	$43K	Buy	1,073 +128	+14%	+$4.91K	﹤0.01%	1454
2021 Q1	$34K	Buy	945 +137	+17%	+$4.7K	﹤0.01%	1437
2020 Q4	$27K	Sell	808 -247	-23%	-$7.56K	﹤0.01%	1421
2020 Q3	$30K	Buy	+1,055	New	+$29.4K	﹤0.01%	1270

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Next Financial Group's LGH Position: Q4 2021 in Review

Next Financial Group increased its HCM Defender 500 Index ETF (LGH) stake by 129% in Q4 2021, buying an estimated $197K and bringing the position to 7,913 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #663.

Next Financial Group first reported a position in LGH in Q3 2020 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold LGH as of Q4 2021.

Next Financial Group held 7,913 shares of HCM Defender 500 Index ETF worth $366K as of Q4 2021.
Next Financial Group bought 4,460 HCM Defender 500 Index ETF shares in Q4 2021, an estimated $197K.
HCM Defender 500 Index ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #663 holding.
Next Financial Group first reported a position in HCM Defender 500 Index ETF in Q3 2020 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.