Optivise Advisory Services’s HCM Defender 500 Index ETF LGH Stock Holding History

Optivise Advisory Services’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 Q3	$6.46M	Sell	98,323 -3,389	-3%	-$221K	3.17%	3
2026 Q2	$6.49M	Sell	101,712 -6,425	-6%	-$397K	3.29%	3
2026 Q1	$6.16M	Sell	108,137 -3,404	-3%	-$208K	3.73%	4
2025 Q4	$6.91M	Sell	111,541 -33,025	-23%	-$2.03M	3.98%	3
2025 Q3	$8.73M	Sell	144,566 -3,415	-2%	-$195K	5.19%	3
2025 Q2	$8.06M	Buy	147,981 +41,711	+39%	+$2.06M	4.12%	3
2025 Q1	$5.13M	Sell	106,270 -65,662	-38%	-$3.39M	2.88%	4
2024 Q4	$8.95M	Buy	171,932 +48,424	+39%	+$2.54M	4.82%	3
2024 Q3	$6.27M	Sell	123,508 -3,156	-2%	-$155K	3.3%	4
2024 Q2	$6.27M	Buy	+126,664	New	+$5.91M	3.38%	3

Other funds holding LGH

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Optivise Advisory Services's LGH Position: Q3 2026 in Review

Optivise Advisory Services reduced its HCM Defender 500 Index ETF (LGH) stake by 3.3% in Q3 2026, selling an estimated $221K and leaving 98,323 shares worth $6.46M. The position accounts for 3.17% of the portfolio, ranked #3.

Optivise Advisory Services first reported a position in LGH in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.95M in Q4 2024. 11 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

Optivise Advisory Services held 98,323 shares of HCM Defender 500 Index ETF worth $6.46M as of Q3 2026.
Optivise Advisory Services sold 3,389 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $221K.
HCM Defender 500 Index ETF made up 3.17% of Optivise Advisory Services's portfolio in Q3 2026, its #3 holding.
Optivise Advisory Services first reported a position in HCM Defender 500 Index ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's HCM Defender 500 Index ETF position peaked at $8.95M in Q4 2024.
11 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.