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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
Q2 		$315K Sell
4,948
-1,060
-18% -$65.5K 0.17% 175
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 $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Hanlon Investment Management's LGH Position: Q2 2026 in Review

Hanlon Investment Management reduced its HCM Defender 500 Index ETF (LGH) stake by 18% in Q2 2026, selling an estimated $65.5K and leaving 4,948 shares worth $315K. The position accounts for 0.17% of the portfolio, ranked #175.

Hanlon Investment Management first reported a position in LGH in Q3 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Hanlon Investment Management held 4,948 shares of HCM Defender 500 Index ETF worth $315K as of Q2 2026.
  • Hanlon Investment Management sold 1,060 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $65.5K.
  • HCM Defender 500 Index ETF made up 0.17% of Hanlon Investment Management's portfolio in Q2 2026, its #175 holding.
  • Hanlon Investment Management first reported a position in HCM Defender 500 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Hanlon Investment Management's HCM Defender 500 Index ETF position peaked at $378K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.