Creekmur Asset Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Creekmur Asset 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
2025 Q3	$22.5K	Hold	373	–	–	﹤0.01%	425
2025 Q2	$20.3K	Hold	373	–	–	﹤0.01%	434
2025 Q1	$18K	Hold	373	–	–	﹤0.01%	414
2024 Q4	$19.4K	Hold	373	–	–	﹤0.01%	340
2024 Q3	$18.9K	Hold	373	–	–	﹤0.01%	353
2024 Q2	$18.5K	Sell	373 -145	-28%	-$6.76K	﹤0.01%	396
2024 Q1	$24.1K	Sell	518 -122	-19%	-$5.3K	0.01%	348
2023 Q4	$26.3K	Buy	+640	New	+$24.5K	0.01%	392

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

WWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OAS

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

JCM

J2 Capital Management Troy, Michigan $146M AUM 17.28% 1-Year Est. Return

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

Creekmur Asset Management's LGH Position: Q3 2025 in Review

Creekmur Asset Management held its HCM Defender 500 Index ETF (LGH) position steady in Q3 2025 at 373 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Creekmur Asset Management first reported a position in LGH in Q4 2023 and has held it in 8 quarters since. The position peaked at $26.3K in Q4 2023. 43 funds tracked by Wall St. Rank hold LGH as of Q3 2025.

Creekmur Asset Management held 373 shares of HCM Defender 500 Index ETF worth $22.5K as of Q3 2025.
Creekmur Asset Management left its HCM Defender 500 Index ETF share count unchanged in Q3 2025.
HCM Defender 500 Index ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #425 holding.
Creekmur Asset Management first reported a position in HCM Defender 500 Index ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's HCM Defender 500 Index ETF position peaked at $26.3K in Q4 2023.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.