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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
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

AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Optivise Advisory Services's LGH Position: Q2 2026 in Review

Optivise Advisory Services reduced its HCM Defender 500 Index ETF (LGH) stake by 5.9% in Q2 2026, selling an estimated $397K and leaving 101,712 shares worth $6.49M. The position accounts for 3.29% of the portfolio, ranked #3.

Optivise Advisory Services first reported a position in LGH in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.95M in Q4 2024. 5 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Optivise Advisory Services held 101,712 shares of HCM Defender 500 Index ETF worth $6.49M as of Q2 2026.
  • Optivise Advisory Services sold 6,425 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $397K.
  • HCM Defender 500 Index ETF made up 3.29% of Optivise Advisory Services's portfolio in Q2 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 9 quarters since.
  • Optivise Advisory Services's HCM Defender 500 Index ETF position peaked at $8.95M in Q4 2024.
  • 5 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.