J2 Capital Management
LGH icon

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
Q3 		– Sell
-4,868
Closed -$310K – 128
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

J2 Capital Management's LGH Position: Q3 2026 in Review

J2 Capital Management sold out of HCM Defender 500 Index ETF (LGH) in Q3 2026, closing a stake of 4,868 shares — an estimated $310K sold.

J2 Capital Management first reported a position in LGH in Q2 2025 and held it in 5 quarters. The position peaked at $6.72M in Q4 2025. 37 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

  • J2 Capital Management reported no remaining HCM Defender 500 Index ETF position as of Q3 2026 after selling out during the quarter.
  • J2 Capital Management sold 4,868 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $310K.
  • J2 Capital Management first reported a position in HCM Defender 500 Index ETF in Q2 2025 and held it in 5 quarters.
  • J2 Capital Management's HCM Defender 500 Index ETF position peaked at $6.72M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.