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

Concurrent Investment 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
Q1 		– Sell
-4,093
Closed -$254K – 1996
2025
Q4 		$254K Buy
+4,093
New +$252K ﹤0.01% 1500

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 $950M AUM 16.22% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

Concurrent Investment Advisors's LGH Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of HCM Defender 500 Index ETF (LGH) in Q1 2026, closing a stake of 4,093 shares — an estimated $254K sold.

Concurrent Investment Advisors first reported a position in LGH in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining HCM Defender 500 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,093 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $254K.
  • Concurrent Investment Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's HCM Defender 500 Index ETF position peaked at $254K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.