Truist Financial
LGH icon

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

Truist 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 		$380K Hold
6,679
– – ﹤0.01% 2247
2025
Q4 		$414K Hold
6,679
– – ﹤0.01% 2147
2025
Q3 		$403K Buy
+6,679
New +$382K ﹤0.01% 2153

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

Truist Financial's LGH Position: Q1 2026 in Review

Truist Financial held its HCM Defender 500 Index ETF (LGH) position steady in Q1 2026 at 6,679 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Truist Financial first reported a position in LGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Truist Financial held 6,679 shares of HCM Defender 500 Index ETF worth $380K as of Q1 2026.
  • Truist Financial left its HCM Defender 500 Index ETF share count unchanged in Q1 2026.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2247 holding.
  • Truist Financial first reported a position in HCM Defender 500 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's HCM Defender 500 Index ETF position peaked at $414K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.