Simplicity Wealth’s HCM Defender 500 Index ETF LGH Stock Holding History

Simplicity Wealth’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	$2.85M	Sell	44,723 -710	-2%	-$43.9K	0.1%	210
2026 Q1	$2.59M	Sell	45,433 -139	-0.3%	-$8.49K	0.15%	146
2025 Q4	$2.82M	Sell	45,572 -3,548	-7%	-$218K	0.17%	136
2025 Q3	$2.97M	Sell	49,120 -50,734	-51%	-$2.9M	0.17%	129
2025 Q2	$5.44M	Buy	99,854 +42,299	+73%	+$2.09M	0.23%	102
2025 Q1	$2.78M	Buy	+57,555	New	+$2.97M	0.22%	115

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Simplicity Wealth's LGH Position: Q2 2026 in Review

Simplicity Wealth reduced its HCM Defender 500 Index ETF (LGH) stake by 1.6% in Q2 2026, selling an estimated $43.9K and leaving 44,723 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #210.

Simplicity Wealth first reported a position in LGH in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.44M in Q2 2025. 25 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Simplicity Wealth held 44,723 shares of HCM Defender 500 Index ETF worth $2.85M as of Q2 2026.
Simplicity Wealth sold 710 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $43.9K.
HCM Defender 500 Index ETF made up 0.1% of Simplicity Wealth's portfolio in Q2 2026, its #210 holding.
Simplicity Wealth first reported a position in HCM Defender 500 Index ETF in Q1 2025 and has held it in 6 quarters since.
Simplicity Wealth's HCM Defender 500 Index ETF position peaked at $5.44M in Q2 2025.
25 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.