Cambridge Investment Research Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

Cambridge Investment Research 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	$16.2M	Sell	253,313 -2,476	-1%	-$153K	0.04%	488
2026 Q1	$14.6M	Sell	255,789 -5,515	-2%	-$337K	0.04%	473
2025 Q4	$16.2M	Buy	261,304 +1,093	+0.4%	+$67.2K	0.04%	431
2025 Q3	$15.7M	Buy	260,211 +32,285	+14%	+$1.85M	0.04%	428
2025 Q2	$12.4M	Sell	227,926 -76,402	-25%	-$3.78M	0.04%	467
2025 Q1	$14.7M	Sell	304,328 -5,252	-2%	-$271K	0.05%	382
2024 Q4	$16.1M	Buy	309,580 +9,873	+3%	+$519K	0.05%	334
2024 Q3	$15.2M	Sell	299,707 -2,206	-0.7%	-$109K	0.05%	361
2024 Q2	$14.9M	Sell	301,913 -17,741	-6%	-$828K	0.06%	343
2024 Q1	$14.9M	Sell	319,654 -79,439	-20%	-$3.45M	0.06%	336
2023 Q4	$16.4M	Sell	399,093 -143,196	-26%	-$5.49M	0.07%	277
2023 Q3	$20.3M	Sell	542,289 -37,465	-6%	-$1.48M	0.09%	212
2023 Q2	$22.8M	Buy	579,754 +115,755	+25%	+$4.21M	0.1%	193
2023 Q1	$16.3M	Sell	463,999 -27,737	-6%	-$955K	0.08%	246
2022 Q4	$16.4M	Sell	491,736 -2,791	-0.6%	-$95K	0.09%	230
2022 Q3	$16.4M	Sell	494,527 -212,325	-30%	-$7.36M	0.09%	220
2022 Q2	$24.5M	Sell	706,852 -9,748	-1%	-$362K	0.13%	159
2022 Q1	$29.8M	Buy	716,600 +128,188	+22%	+$5.36M	0.14%	155
2021 Q4	$27.2M	Buy	588,412 +230,632	+64%	+$10.2M	0.12%	178
2021 Q3	$14.3M	Buy	357,780 +118,890	+50%	+$4.96M	0.07%	267
2021 Q2	$9.56M	Buy	238,890 +115,567	+94%	+$4.43M	0.05%	385
2021 Q1	$4.4M	Buy	123,323 +16,905	+16%	+$580K	0.02%	615
2020 Q4	$3.52M	Buy	106,418 +29,931	+39%	+$916K	0.02%	649
2020 Q3	$2.19M	Buy	76,487 +7,693	+11%	+$214K	0.01%	757
2020 Q2	$1.73M	Buy	68,794 +27,831	+68%	+$661K	0.01%	834
2020 Q1	$926K	Buy	+40,963	New	+$1.1M	0.01%	1010

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 22.94% 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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Cambridge Investment Research Advisors's LGH Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 0.97% in Q2 2026, selling an estimated $153K and leaving 253,313 shares worth $16.2M. The position accounts for 0.04% of the portfolio, ranked #488.

Cambridge Investment Research Advisors first reported a position in LGH in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.8M in Q1 2022. 21 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Cambridge Investment Research Advisors held 253,313 shares of HCM Defender 500 Index ETF worth $16.2M as of Q2 2026.
Cambridge Investment Research Advisors sold 2,476 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $153K.
HCM Defender 500 Index ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #488 holding.
Cambridge Investment Research Advisors first reported a position in HCM Defender 500 Index ETF in Q1 2020 and has held it in 26 quarters since.
Cambridge Investment Research Advisors's HCM Defender 500 Index ETF position peaked at $29.8M in Q1 2022.
21 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.