Brookstone Capital Management
LGH icon

Brookstone Capital Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Brookstone Capital Management’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
Q3 		$1.56M Sell
23,769
-950
-4% -$62K 0.02% 559
2026
Q2 		$1.58M Sell
24,719
-86
-0.3% -$5.32K 0.02% 560
2026
Q1 		$1.41M Sell
24,805
-1,656
-6% -$101K 0.02% 546
2025
Q4 		$1.64M Buy
26,461
+577
+2% +$35.5K 0.02% 505
2025
Q3 		$1.56M Sell
25,884
-735
-3% -$42K 0.02% 498
2025
Q2 		$1.45M Sell
26,619
-415
-2% -$20.5K 0.02% 484
2025
Q1 		$1.31M Buy
27,034
+607
+2% +$31.3K 0.02% 491
2024
Q4 		$1.38M Sell
26,427
-772
-3% -$40.6K 0.02% 446
2024
Q3 		$1.38M Buy
27,199
+5,437
+25% +$268K 0.02% 440
2024
Q2 		$1.11M Sell
21,762
-158
-0.7% -$7.37K 0.02% 482
2024
Q1 		$1.02M Sell
21,920
-203,599
-90% -$8.85M 0.02% 486
2023
Q4 		$9.28M Buy
225,519
+5,442
+2% +$209K 0.18% 136
2023
Q3 		$8.13M Buy
220,077
+9,487
+5% +$374K 0.18% 140
2023
Q2 		$8.15M Buy
210,590
+8,674
+4% +$315K 0.16% 149
2023
Q1 		$7.18M Buy
201,916
+179,128
+786% +$6.17M 0.14% 155
2022
Q4 		$764K Sell
22,788
-246
-1% -$8.37K 0.02% 485
2022
Q3 		$763K Buy
23,034
+756
+3% +$26.2K 0.02% 462
2022
Q2 		$773K Sell
22,278
-3,474
-13% -$129K 0.02% 467
2022
Q1 		$1.03M Buy
25,752
+4,848
+23% +$203K 0.02% 409
2021
Q4 		$940K Buy
+20,904
New +$923K 0.02% 412

Other funds holding LGH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Brookstone Capital Management's LGH Position: Q3 2026 in Review

Brookstone Capital Management reduced its HCM Defender 500 Index ETF (LGH) stake by 3.8% in Q3 2026, selling an estimated $62K and leaving 23,769 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #559.

Brookstone Capital Management first reported a position in LGH in Q4 2021 and has held it in 20 quarters since. The position peaked at $9.28M in Q4 2023. 37 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

  • Brookstone Capital Management held 23,769 shares of HCM Defender 500 Index ETF worth $1.56M as of Q3 2026.
  • Brookstone Capital Management sold 950 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $62K.
  • HCM Defender 500 Index ETF made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #559 holding.
  • Brookstone Capital Management first reported a position in HCM Defender 500 Index ETF in Q4 2021 and has held it in 20 quarters since.
  • Brookstone Capital Management's HCM Defender 500 Index ETF position peaked at $9.28M in Q4 2023.
  • 37 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.