Northwestern Mutual Wealth Management
LGH icon

Northwestern Mutual Wealth Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q2 		– Sell
-1,338
Closed -$64.6K – 3853
2025
Q1 		$64.6K Buy
1,338
+961
+255% +$49.6K ﹤0.01% 2087
2024
Q4 		$19.6K Buy
+377
New +$19.8K ﹤0.01% 2523

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's LGH Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of HCM Defender 500 Index ETF (LGH) in Q2 2025, closing a stake of 1,338 shares — an estimated $64.6K sold.

Northwestern Mutual Wealth Management first reported a position in LGH in Q4 2024 and held it in 2 quarters. The position peaked at $64.6K in Q1 2025. 40 funds tracked by Wall St. Rank hold LGH as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining HCM Defender 500 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,338 HCM Defender 500 Index ETF shares in Q2 2025, an estimated $64.6K.
  • Northwestern Mutual Wealth Management first reported a position in HCM Defender 500 Index ETF in Q4 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's HCM Defender 500 Index ETF position peaked at $64.6K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.