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Brooklyn Investment Group’s HCM Defender 500 Index ETF LGH Stock Holding History

Brooklyn Investment Group’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 		$1.09M Hold
19,153
– – 0.03% 510
2025
Q4 		$1.2M Hold
19,153
– – 0.06% 287
2025
Q3 		$1.04M Hold
19,153
– – 0.14% 152
2025
Q2 		$1.04M Sell
19,153
-1,810
-9% -$89.4K 0.14% 153
2025
Q1 		$1.01M Sell
20,963
-1,293
-6% -$66.7K 0.22% 90
2024
Q4 		$1.16M Buy
+22,256
New +$1.17M 0.35% 49

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
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 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 $155M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Brooklyn Investment Group's LGH Position: Q1 2026 in Review

Brooklyn Investment Group held its HCM Defender 500 Index ETF (LGH) position steady in Q1 2026 at 19,153 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #510.

Brooklyn Investment Group first reported a position in LGH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Brooklyn Investment Group held 19,153 shares of HCM Defender 500 Index ETF worth $1.09M as of Q1 2026.
  • Brooklyn Investment Group left its HCM Defender 500 Index ETF share count unchanged in Q1 2026.
  • HCM Defender 500 Index ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #510 holding.
  • Brooklyn Investment Group first reported a position in HCM Defender 500 Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Brooklyn Investment Group's HCM Defender 500 Index ETF position peaked at $1.2M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.