CI
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CPR Investments’s HCM Defender 500 Index ETF LGH Stock Holding History

CPR 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
2025
Q4 		– Sell
-21,151
Closed -$1.28M – 51
2025
Q3 		$1.28M Sell
21,151
-5,489
-21% -$314K 0.88% 24
2025
Q2 		$1.45M Sell
26,640
-414
-2% -$20.5K 1.13% 20
2025
Q1 		$1.31M Sell
27,054
-1,241
-4% -$64K 1.16% 25
2024
Q4 		$1.47M Sell
28,295
-13,833
-33% -$727K 1.33% 18
2024
Q3 		$2.14M Sell
42,128
-44,220
-51% -$2.18M 2.02% 14
2024
Q2 		$4.27M Buy
86,348
+2,553
+3% +$119K 3.53% 10
2024
Q1 		$3.9M Buy
83,795
+29,112
+53% +$1.27M 2.97% 11
2023
Q4 		$2.25M Buy
54,683
+117
+0.2% +$4.49K 2.18% 16
2023
Q3 		$2.04M Sell
54,566
-8,970
-14% -$353K 2.19% 15
2023
Q2 		$2.5M Buy
63,536
+5,731
+10% +$208K 2.4% 15
2023
Q1 		$2.03M Sell
57,805
-10,570
-15% -$364K 1.95% 14
2022
Q4 		$2.28M Sell
68,375
-1,251
-2% -$42.6K 2.27% 14
2022
Q3 		$2.31M Sell
69,626
-62,990
-47% -$2.18M 2.97% 10
2022
Q2 		$4.6M Sell
132,616
-30,623
-19% -$1.14M 6.91% 7
2022
Q1 		$6.79M Sell
163,239
-45,169
-22% -$1.89M 5.62% 8
2021
Q4 		$9.63M Buy
+208,408
New +$9.2M 6.9% 5

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPR Investments's LGH Position: Q4 2025 in Review

CPR Investments sold out of HCM Defender 500 Index ETF (LGH) in Q4 2025, closing a stake of 21,151 shares — an estimated $1.28M sold.

CPR Investments first reported a position in LGH in Q4 2021 and held it in 16 quarters. The position peaked at $9.63M in Q4 2021. 47 funds tracked by Wall St. Rank hold LGH as of Q4 2025.

  • CPR Investments reported no remaining HCM Defender 500 Index ETF position as of Q4 2025 after selling out during the quarter.
  • CPR Investments sold 21,151 HCM Defender 500 Index ETF shares in Q4 2025, an estimated $1.28M.
  • CPR Investments first reported a position in HCM Defender 500 Index ETF in Q4 2021 and held it in 16 quarters.
  • CPR Investments's HCM Defender 500 Index ETF position peaked at $9.63M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2025.

Based on CPR Investments's 13F filing for Q4 2025, filed 14 Jan 2026.