TSA
LGH icon

Tri-Star Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

Tri-Star Advisors’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
2022
Q4 		– Sell
-7,393
Closed -$247K – 51
2022
Q3 		$247K Hold
7,393
– – 0.13% 50
2022
Q2 		$256K Hold
7,393
– – 0.12% 48
2022
Q1 		$278K Hold
7,393
– – 0.13% 46
2021
Q4 		$336K Hold
7,393
– – 0.14% 44
2021
Q3 		$309K Buy
+7,393
New +$308K 0.14% 43

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Tri-Star Advisors's LGH Position: Q4 2022 in Review

Tri-Star Advisors sold out of HCM Defender 500 Index ETF (LGH) in Q4 2022, closing a stake of 7,393 shares — an estimated $247K sold.

Tri-Star Advisors first reported a position in LGH in Q3 2021 and held it in 5 quarters. The position peaked at $336K in Q4 2021. 28 funds tracked by Wall St. Rank hold LGH as of Q4 2022.

  • Tri-Star Advisors reported no remaining HCM Defender 500 Index ETF position as of Q4 2022 after selling out during the quarter.
  • Tri-Star Advisors sold 7,393 HCM Defender 500 Index ETF shares in Q4 2022, an estimated $247K.
  • Tri-Star Advisors first reported a position in HCM Defender 500 Index ETF in Q3 2021 and held it in 5 quarters.
  • Tri-Star Advisors's HCM Defender 500 Index ETF position peaked at $336K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2022.

Based on Tri-Star Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.