Brinker Capital Investments’s HCM Defender 500 Index ETF LGH Stock Holding History

Brinker Capital Investments’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	$15.8M	Sell	276,621 -287,793	-51%	-$17.6M	0.13%	132
2025 Q4	$35M	Sell	564,414 -27,589	-5%	-$1.7M	0.26%	64
2025 Q3	$35.8M	Buy	592,003 +25,353	+4%	+$1.45M	0.28%	56
2025 Q2	$30.8M	Buy	566,650 +42,872	+8%	+$2.12M	0.26%	69
2025 Q1	$25.3M	Buy	523,778 +61,690	+13%	+$3.18M	0.25%	74
2024 Q4	$24.1M	Buy	462,088 +38,611	+9%	+$2.03M	0.24%	72
2024 Q3	$21.5M	Buy	423,477 +57,218	+16%	+$2.82M	0.21%	87
2024 Q2	$18.1M	Buy	366,259 +14,357	+4%	+$670K	0.19%	104
2024 Q1	$16.4M	Buy	351,902 +48,953	+16%	+$2.13M	0.18%	115
2023 Q4	$12.4M	Buy	302,949 +46,678	+18%	+$1.79M	0.14%	146
2023 Q3	$9.58M	Buy	256,271 +23,357	+10%	+$920K	0.12%	173
2023 Q2	$9.17M	Buy	232,914 +37,669	+19%	+$1.37M	0.1%	205
2023 Q1	$6.85M	Buy	+195,245	New	+$6.73M	0.08%	209

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B 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

Brinker Capital Investments's LGH Position: Q1 2026 in Review

Brinker Capital Investments reduced its HCM Defender 500 Index ETF (LGH) stake by 51% in Q1 2026, selling an estimated $17.6M and leaving 276,621 shares worth $15.8M. The position accounts for 0.13% of the portfolio, ranked #132.

Brinker Capital Investments first reported a position in LGH in Q1 2023 and has held it in 13 quarters since. The position peaked at $35.8M in Q3 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Brinker Capital Investments held 276,621 shares of HCM Defender 500 Index ETF worth $15.8M as of Q1 2026.
Brinker Capital Investments sold 287,793 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $17.6M.
HCM Defender 500 Index ETF made up 0.13% of Brinker Capital Investments's portfolio in Q1 2026, its #132 holding.
Brinker Capital Investments first reported a position in HCM Defender 500 Index ETF in Q1 2023 and has held it in 13 quarters since.
Brinker Capital Investments's HCM Defender 500 Index ETF position peaked at $35.8M in Q3 2025.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.