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

Hanlon 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 		$342K Sell
6,008
-96
-2% -$5.86K 0.19% 166
2025
Q4 		$378K Buy
6,104
+210
+4% +$12.9K 0.21% 152
2025
Q3 		$356K Buy
+5,894
New +$337K 0.21% 150

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

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

Hanlon Investment Management reduced its HCM Defender 500 Index ETF (LGH) stake by 1.6% in Q1 2026, selling an estimated $5.86K and leaving 6,008 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #166.

Hanlon Investment Management first reported a position in LGH in Q3 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Hanlon Investment Management held 6,008 shares of HCM Defender 500 Index ETF worth $342K as of Q1 2026.
  • Hanlon Investment Management sold 96 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $5.86K.
  • HCM Defender 500 Index ETF made up 0.19% of Hanlon Investment Management's portfolio in Q1 2026, its #166 holding.
  • Hanlon Investment Management first reported a position in HCM Defender 500 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Hanlon Investment Management's HCM Defender 500 Index ETF position peaked at $378K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.