Wealth Enhancement Advisory Services
LGH icon

Wealth Enhancement Advisory Services’s HCM Defender 500 Index ETF LGH Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q4 		– Sell
-3,613
Closed -$220K – 3741
2025
Q3 		$220K Sell
3,613
-1,288
-26% -$73.6K ﹤0.01% 3051
2025
Q2 		$271K Sell
4,901
-2,044
-29% -$101K ﹤0.01% 2723
2025
Q1 		$335K Sell
6,945
-773
-10% -$39.9K ﹤0.01% 2359
2024
Q4 		$402K Buy
+7,718
New +$405K ﹤0.01% 2149

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's LGH Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of HCM Defender 500 Index ETF (LGH) in Q4 2025, closing a stake of 3,613 shares — an estimated $220K sold.

Wealth Enhancement Advisory Services first reported a position in LGH in Q4 2024 and held it in 4 quarters. The position peaked at $402K in Q4 2024. 47 funds tracked by Wall St. Rank hold LGH as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining HCM Defender 500 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,613 HCM Defender 500 Index ETF shares in Q4 2025, an estimated $220K.
  • Wealth Enhancement Advisory Services first reported a position in HCM Defender 500 Index ETF in Q4 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's HCM Defender 500 Index ETF position peaked at $402K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.