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Delta Investment Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Delta Investment 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
Q1 		– Sell
-3,313
Closed -$205K – 294
2025
Q4 		$205K Sell
3,313
-705
-18% -$43.3K 0.04% 269
2025
Q3 		$243K Buy
+4,018
New +$230K 0.04% 244
2023
Q4 		– Sell
-35,200
Closed -$1.32M – 206
2023
Q3 		$1.32M Sell
35,200
-1,690
-5% -$66.6K 0.36% 45
2023
Q2 		$1.45M Sell
36,890
-51
-0.1% -$1.85K 0.4% 48
2023
Q1 		$1.3M Sell
36,941
-2,605
-7% -$89.7K 0.37% 52
2022
Q4 		$1.32M Sell
39,546
-143
-0.4% -$4.87K 0.43% 50
2022
Q3 		$1.32M Sell
39,689
-97
-0.2% -$3.36K 0.57% 47
2022
Q2 		$1.38M Sell
39,786
-587
-1% -$21.8K 0.63% 42
2022
Q1 		$1.68M Buy
40,373
+8,540
+27% +$357K 0.5% 42
2021
Q4 		$1.47M Buy
31,833
+4,133
+15% +$182K 0.42% 60
2021
Q3 		$1.11M Buy
27,700
+4,613
+20% +$192K 0.35% 68
2021
Q2 		$923K Buy
23,087
+2,219
+11% +$85.1K 0.27% 72
2021
Q1 		$744K Sell
20,868
-4,864
-19% -$167K 0.24% 77
2020
Q4 		$850K Sell
25,732
-4,975
-16% -$152K 0.27% 78
2020
Q3 		$880K Buy
30,707
+3,481
+13% +$96.9K 0.48% 38
2020
Q2 		$686K Buy
27,226
+7,774
+40% +$185K 0.29% 67
2020
Q1 		$439K Sell
19,452
-26,577
-58% -$712K 0.34% 42
2019
Q4 		$1.29M Buy
+46,029
New +$1.23M 0.47% 53

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $44.6B AUM 28.94% 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

Delta Investment Management's LGH Position: Q1 2026 in Review

Delta Investment Management sold out of HCM Defender 500 Index ETF (LGH) in Q1 2026, closing a stake of 3,313 shares — an estimated $205K sold.

Delta Investment Management first reported a position in LGH in Q4 2019 and held it in 18 quarters. The position peaked at $1.68M in Q1 2022. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Delta Investment Management reported no remaining HCM Defender 500 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 3,313 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $205K.
  • Delta Investment Management first reported a position in HCM Defender 500 Index ETF in Q4 2019 and held it in 18 quarters.
  • Delta Investment Management's HCM Defender 500 Index ETF position peaked at $1.68M in Q1 2022.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.