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

Parsonex 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
Q1 		– Sell
-15,364
Closed -$952K – 78
2025
Q4 		$952K Sell
15,364
-1,751
-10% -$108K 0.61% 40
2025
Q3 		$1.03M Sell
17,115
-389
-2% -$22.2K 0.7% 36
2025
Q2 		$953K Buy
+17,504
New +$865K 0.79% 39

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Parsonex Advisory Services's LGH Position: Q1 2026 in Review

Parsonex Advisory Services sold out of HCM Defender 500 Index ETF (LGH) in Q1 2026, closing a stake of 15,364 shares — an estimated $952K sold.

Parsonex Advisory Services first reported a position in LGH in Q2 2025 and held it in 3 quarters. The position peaked at $1.03M in Q3 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Parsonex Advisory Services reported no remaining HCM Defender 500 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 15,364 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $952K.
  • Parsonex Advisory Services first reported a position in HCM Defender 500 Index ETF in Q2 2025 and held it in 3 quarters.
  • Parsonex Advisory Services's HCM Defender 500 Index ETF position peaked at $1.03M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.