Raymond James Financial
LGH icon

Raymond James Financial’s HCM Defender 500 Index ETF LGH Stock Holding History

Raymond James Financial’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 		$409K Buy
7,176
+2,295
+47% +$140K ﹤0.01% 4484
2025
Q4 		$302K Buy
+4,881
New +$300K ﹤0.01% 4569
2025
Q3 		– Sell
-1,381
Closed -$75.2K – 5931
2025
Q2 		$75.2K Buy
+1,381
New +$68.2K ﹤0.01% 5003

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
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

Raymond James Financial's LGH Position: Q1 2026 in Review

Raymond James Financial increased its HCM Defender 500 Index ETF (LGH) stake by 47% in Q1 2026, buying an estimated $140K and bringing the position to 7,176 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #4484.

Raymond James Financial first reported a position in LGH in Q2 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Raymond James Financial held 7,176 shares of HCM Defender 500 Index ETF worth $409K as of Q1 2026.
  • Raymond James Financial bought 2,295 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $140K.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4484 holding.
  • Raymond James Financial first reported a position in HCM Defender 500 Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.