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 Q2	$310K	Sell	4,868 -54,358	-92%	-$3.36M	0.21%	101
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 $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

J2 Capital Management's LGH Position: Q2 2026 in Review

J2 Capital Management reduced its HCM Defender 500 Index ETF (LGH) stake by 92% in Q2 2026, selling an estimated $3.36M and leaving 4,868 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #101.

J2 Capital Management first reported a position in LGH in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.72M in Q4 2025. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

J2 Capital Management held 4,868 shares of HCM Defender 500 Index ETF worth $310K as of Q2 2026.
J2 Capital Management sold 54,358 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $3.36M.
HCM Defender 500 Index ETF made up 0.21% of J2 Capital Management's portfolio in Q2 2026, its #101 holding.
J2 Capital Management first reported a position in HCM Defender 500 Index ETF in Q2 2025 and has held it in 5 quarters since.
J2 Capital Management's HCM Defender 500 Index ETF position peaked at $6.72M in Q4 2025.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.