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VestGen Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

VestGen 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
2026
Q2 		$336K Sell
5,265
-289
-5% -$17.9K 0.01% 803
2026
Q1 		$350K Buy
+5,554
New +$339K 0.01% 785

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

VestGen Advisors's LGH Position: Q2 2026 in Review

VestGen Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 5.2% in Q2 2026, selling an estimated $17.9K and leaving 5,265 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #803.

VestGen Advisors first reported a position in LGH in Q1 2026 and has held it in 2 quarters since. The position peaked at $350K in Q1 2026. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • VestGen Advisors held 5,265 shares of HCM Defender 500 Index ETF worth $336K as of Q2 2026.
  • VestGen Advisors sold 289 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $17.9K.
  • HCM Defender 500 Index ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #803 holding.
  • VestGen Advisors first reported a position in HCM Defender 500 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's HCM Defender 500 Index ETF position peaked at $350K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.