UBS Group
LGH icon

UBS Group’s HCM Defender 500 Index ETF LGH Stock Holding History

UBS Group’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 		– Sell
-857
Closed -$48.8K – 10776
2026
Q1 		$48.8K Sell
857
-361
-30% -$22.1K ﹤0.01% 7379
2025
Q4 		$75.5K Buy
1,218
+722
+146% +$44.4K ﹤0.01% 7036
2025
Q3 		$30K Buy
+496
New +$28.4K ﹤0.01% 7901
2025
Q2 		– Sell
-435
Closed -$21K – 10589
2025
Q1 		$21K Buy
+435
New +$22.4K ﹤0.01% 8200
2024
Q4 		– Sell
-240
Closed -$12.2K – 10204
2024
Q3 		$12.2K Sell
240
-2,197
-90% -$108K ﹤0.01% 7645
2024
Q2 		$121K Buy
2,437
+2,367
+3,381% +$110K ﹤0.01% 6044
2024
Q1 		$3.26K Buy
+70
New +$3.04K ﹤0.01% 7754
2023
Q4 		– Sell
-950
Closed -$35.5K – 9638
2023
Q3 		$35.5K Buy
+950
New +$37.4K ﹤0.01% 6504
2023
Q2 		– Sell
-4,820
Closed -$169K – 9314
2023
Q1 		$169K Buy
4,820
+390
+9% +$13.4K ﹤0.01% 5520
2022
Q4 		$148K Buy
4,430
+1,201
+37% +$40.9K ﹤0.01% 5738
2022
Q3 		$107K Buy
3,229
+2,920
+945% +$101K ﹤0.01% 5647
2022
Q2 		$11K Sell
309
-140
-31% -$5.2K ﹤0.01% 7821
2022
Q1 		$19K Buy
449
+253
+129% +$10.6K ﹤0.01% 7513
2021
Q4 		$9K Buy
+196
New +$8.65K ﹤0.01% 8913
2020
Q4 		– Sell
-375
Closed -$11K – 8577
2020
Q3 		$11K Buy
+375
New +$10.4K ﹤0.01% 6769

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

UBS Group's LGH Position: Q2 2026 in Review

UBS Group sold out of HCM Defender 500 Index ETF (LGH) in Q2 2026, closing a stake of 857 shares — an estimated $48.8K sold.

UBS Group first reported a position in LGH in Q3 2020 and held it in 15 quarters. The position peaked at $169K in Q1 2023. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • UBS Group reported no remaining HCM Defender 500 Index ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 857 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $48.8K.
  • UBS Group first reported a position in HCM Defender 500 Index ETF in Q3 2020 and held it in 15 quarters.
  • UBS Group's HCM Defender 500 Index ETF position peaked at $169K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.