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 Q2	$18.7M	Sell	292,740 -47,048	-14%	-$2.91M	6.06%	4
2026 Q1	$19.4M	Buy	339,788 +10,883	+3%	+$665K	8.1%	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 $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Wealth Watch Advisors's LGH Position: Q2 2026 in Review

Wealth Watch Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 14% in Q2 2026, selling an estimated $2.91M and leaving 292,740 shares worth $18.7M. The position accounts for 6.06% of the portfolio, ranked #4.

Wealth Watch Advisors first reported a position in LGH in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q4 2025. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Wealth Watch Advisors held 292,740 shares of HCM Defender 500 Index ETF worth $18.7M as of Q2 2026.
Wealth Watch Advisors sold 47,048 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $2.91M.
HCM Defender 500 Index ETF made up 6.06% of Wealth Watch Advisors's portfolio in Q2 2026, its #4 holding.
Wealth Watch Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Watch Advisors's HCM Defender 500 Index ETF position peaked at $20.4M in Q4 2025.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.