WWA
LGH icon

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

Wealth Watch 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
Q1 		$19.4M Buy
339,788
+10,883
+3% +$665K 8.11% 4
2025
Q4 		$20.4M Buy
328,905
+4,666
+1% +$287K 7.56% 4
2025
Q3 		$19.6M Sell
324,239
-2,985
-0.9% -$171K 8.07% 4
2025
Q2 		$17.8M Sell
327,224
-3,170
-1% -$157K 10.3% 3
2025
Q1 		$16M Sell
330,394
-10,847
-3% -$560K 12.97% 3
2024
Q4 		$17.8M Buy
+341,241
New +$17.9M 11.06% 3

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
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 $127M AUM
LPL Financial
LPL Financial San Diego, California $376B 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return