CFD
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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
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 $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

Creative Financial Designs's LGH Position: Q1 2026 in Review

Creative Financial Designs increased its HCM Defender 500 Index ETF (LGH) stake by 15% in Q1 2026, buying an estimated $8.86K and bringing the position to 1,130 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Creative Financial Designs first reported a position in LGH in Q1 2021 and has held it in 14 quarters since. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

  • Creative Financial Designs held 1,130 shares of HCM Defender 500 Index ETF worth $64.4K as of Q1 2026.
  • Creative Financial Designs bought 145 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $8.86K.
  • HCM Defender 500 Index ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #816 holding.
  • Creative Financial Designs first reported a position in HCM Defender 500 Index ETF in Q1 2021 and has held it in 14 quarters since.
  • 45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.