Money Concepts Capital’s HCM Defender 500 Index ETF LGH Stock Holding History

Money Concepts Capital’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
2025 Q4	–	Sell	-33,766	Closed	-$2.04M	–	529
2025 Q3	$2.04M	Buy	33,766 +1,668	+5%	+$95.4K	0.13%	167
2025 Q2	$1.75M	Sell	32,098 -5,406	-14%	-$267K	0.12%	169
2025 Q1	$1.81M	Buy	37,504 +32,593	+664%	+$1.68M	0.14%	153
2024 Q4	$256K	Buy	4,911 +27	+0.6%	+$1.42K	0.02%	366
2024 Q3	$248K	Buy	+4,884	New	+$241K	0.02%	367
2023 Q4	–	Sell	-7,845	Closed	-$293K	–	398
2023 Q3	$293K	Sell	7,845 -681	-8%	-$26.8K	0.03%	297
2023 Q2	$336K	Sell	8,526 -11,851	-58%	-$431K	0.03%	296
2023 Q1	$250K	Sell	20,377 -11,657	-36%	-$402K	0.01%	378
2022 Q4	$1.07M	Sell	32,034 -20,940	-40%	-$712K	0.05%	281
2022 Q3	$1.76M	Sell	52,974 -819	-2%	-$28.4K	0.1%	175
2022 Q2	$1.87M	Buy	53,793 +21,757	+68%	+$809K	0.17%	139
2022 Q1	$1.33M	Buy	32,036 +21,152	+194%	+$884K	0.08%	252
2021 Q4	$503K	Buy	+10,884	New	+$480K	0.04%	317
2021 Q1	$352K	Hold	9,863	–	–	0.03%	374
2020 Q4	$326K	Buy	+9,863	New	+$302K	0.03%	354

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 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

OAS

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's LGH Position: Q4 2025 in Review

Money Concepts Capital sold out of HCM Defender 500 Index ETF (LGH) in Q4 2025, closing a stake of 33,766 shares — an estimated $2.04M sold.

Money Concepts Capital first reported a position in LGH in Q4 2020 and held it in 15 quarters. The position peaked at $2.04M in Q3 2025. 47 funds tracked by Wall St. Rank hold LGH as of Q4 2025.

Money Concepts Capital reported no remaining HCM Defender 500 Index ETF position as of Q4 2025 after selling out during the quarter.
Money Concepts Capital sold 33,766 HCM Defender 500 Index ETF shares in Q4 2025, an estimated $2.04M.
Money Concepts Capital first reported a position in HCM Defender 500 Index ETF in Q4 2020 and held it in 15 quarters.
Money Concepts Capital's HCM Defender 500 Index ETF position peaked at $2.04M in Q3 2025.
47 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.