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J2 Capital Management’s HCM Defender 500 Index ETF LGH Stock Holding History

J2 Capital 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 		$3.37M Sell
59,226
-49,137
-45% -$3M 2.31% 8
2025
Q4 		$6.72M Buy
108,363
+2,138
+2% +$131K 4.9% 4
2025
Q3 		$6.42M Buy
106,225
+100
+0.1% +$5.72K 4.83% 4
2025
Q2 		$5.78M Buy
+106,125
New +$5.24M 4.6% 4

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

J2 Capital Management's LGH Position: Q1 2026 in Review

J2 Capital Management reduced its HCM Defender 500 Index ETF (LGH) stake by 45% in Q1 2026, selling an estimated $3M and leaving 59,226 shares worth $3.37M. The position accounts for 2.31% of the portfolio, ranked #8.

J2 Capital Management first reported a position in LGH in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.72M in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • J2 Capital Management held 59,226 shares of HCM Defender 500 Index ETF worth $3.37M as of Q1 2026.
  • J2 Capital Management sold 49,137 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $3M.
  • HCM Defender 500 Index ETF made up 2.31% of J2 Capital Management's portfolio in Q1 2026, its #8 holding.
  • J2 Capital Management first reported a position in HCM Defender 500 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • J2 Capital Management's HCM Defender 500 Index ETF position peaked at $6.72M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on J2 Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.