OPS
LGH icon

Orion Portfolio Solutions’s HCM Defender 500 Index ETF LGH Stock Holding History

Orion Portfolio Solutions’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
Q1 		$25.3M Buy
523,778
+61,690
+13% +$3.18M 0.25% 74
2024
Q4 		$24.1M Buy
462,088
+38,611
+9% +$2.03M 0.24% 72
2024
Q3 		$21.5M Buy
423,477
+57,218
+16% +$2.82M 0.21% 87
2024
Q2 		$18.1M Buy
366,259
+14,357
+4% +$670K 0.19% 104
2024
Q1 		$16.4M Buy
351,902
+48,953
+16% +$2.13M 0.18% 115
2023
Q4 		$12.4M Buy
302,949
+46,678
+18% +$1.79M 0.14% 146
2023
Q3 		$9.58M Buy
256,271
+23,357
+10% +$920K 0.12% 173
2023
Q2 		$9.17M Buy
232,914
+37,669
+19% +$1.37M 0.1% 205
2023
Q1 		$6.85M Buy
195,245
+17,318
+10% +$597K 0.08% 209
2022
Q4 		$5.93M Buy
177,927
+19,098
+12% +$650K 0.21% 85
2022
Q3 		$5.27M Buy
158,829
+40,797
+35% +$1.41M 0.21% 78
2022
Q2 		$4.1M Buy
118,032
+11,489
+11% +$427K 0.16% 90
2022
Q1 		$4.43M Buy
106,543
+27,003
+34% +$1.13M 0.16% 94
2021
Q4 		$3.67M Buy
79,540
+42,611
+115% +$1.88M 0.12% 109
2021
Q3 		$1.48M Buy
36,929
+31,904
+635% +$1.33M 0.05% 200
2021
Q2 		$201K Buy
+5,025
New +$193K 0.01% 593

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's LGH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its HCM Defender 500 Index ETF (LGH) stake by 13% in Q1 2025, buying an estimated $3.18M and bringing the position to 523,778 shares worth $25.3M. The position accounts for 0.25% of the portfolio, ranked #74.

Orion Portfolio Solutions first reported a position in LGH in Q2 2021 and has held it in 16 quarters since. 38 funds tracked by Wall St. Rank hold LGH as of Q1 2025.

  • Orion Portfolio Solutions held 523,778 shares of HCM Defender 500 Index ETF worth $25.3M as of Q1 2025.
  • Orion Portfolio Solutions bought 61,690 HCM Defender 500 Index ETF shares in Q1 2025, an estimated $3.18M.
  • HCM Defender 500 Index ETF made up 0.25% of Orion Portfolio Solutions's portfolio in Q1 2025, its #74 holding.
  • Orion Portfolio Solutions first reported a position in HCM Defender 500 Index ETF in Q2 2021 and has held it in 16 quarters since.
  • 38 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.