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
Q2 		$426K Hold
6,679
– – ﹤0.01% 2307
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 $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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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

Truist Financial's LGH Position: Q2 2026 in Review

Truist Financial held its HCM Defender 500 Index ETF (LGH) position steady in Q2 2026 at 6,679 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Truist Financial first reported a position in LGH in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Truist Financial held 6,679 shares of HCM Defender 500 Index ETF worth $426K as of Q2 2026.
  • Truist Financial left its HCM Defender 500 Index ETF share count unchanged in Q2 2026.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2307 holding.
  • Truist Financial first reported a position in HCM Defender 500 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.