Creative Financial Designs’s HCM Defender 500 Index ETF LGH Stock Holding History

Creative Financial Designs’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	$75.6K	Buy	1,186 +56	+5%	+$3.46K	﹤0.01%	881
2026 Q1	$64.4K	Buy	1,130 +145	+15%	+$8.86K	﹤0.01%	816
2025 Q4	$61.1K	Buy	985 +150	+18%	+$9.22K	﹤0.01%	797
2025 Q3	$50.4K	Buy	835 +99	+13%	+$5.66K	﹤0.01%	847
2025 Q2	$40.1K	Hold	736	–	–	﹤0.01%	936
2025 Q1	$35.5K	Sell	736 -18	-2%	-$929	﹤0.01%	941
2024 Q4	$39.3K	Buy	754 +73	+11%	+$3.83K	﹤0.01%	873
2024 Q3	$34.6K	Buy	+681	New	+$33.5K	﹤0.01%	894
2022 Q4	–	Sell	-885	Closed	-$29K	–	1328
2022 Q3	$29K	Hold	885	–	–	﹤0.01%	651
2022 Q2	$31K	Buy	885 +400	+82%	+$14.9K	0.01%	642
2022 Q1	$20K	Hold	485	–	–	﹤0.01%	764
2021 Q4	$22K	Hold	485	–	–	﹤0.01%	739
2021 Q3	$19K	Hold	485	–	–	﹤0.01%	875
2021 Q2	$19K	Hold	485	–	–	﹤0.01%	872
2021 Q1	$17K	Buy	+485	New	+$16.6K	﹤0.01%	821

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

Creative Financial Designs's LGH Position: Q2 2026 in Review

Creative Financial Designs increased its HCM Defender 500 Index ETF (LGH) stake by 5% in Q2 2026, buying an estimated $3.46K and bringing the position to 1,186 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Creative Financial Designs first reported a position in LGH in Q1 2021 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Creative Financial Designs held 1,186 shares of HCM Defender 500 Index ETF worth $75.6K as of Q2 2026.
Creative Financial Designs bought 56 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $3.46K.
HCM Defender 500 Index ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #881 holding.
Creative Financial Designs first reported a position in HCM Defender 500 Index ETF in Q1 2021 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.