Discipline Wealth Solutions
LGH icon

Discipline Wealth Solutions’s HCM Defender 500 Index ETF LGH Stock Holding History

Discipline Wealth Solutions’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 		$15.4M Buy
234,060
+6,602
+3% +$431K 1.34% 21
2026
Q2 		$14.5M Buy
227,458
+47,913
+27% +$2.96M 1.27% 22
2026
Q1 		$10.2M Buy
179,545
+115,645
+181% +$7.06M 1.08% 25
2025
Q4 		$3.96M Buy
63,900
+16,573
+35% +$1.02M 0.73% 29
2025
Q3 		$2.86M Buy
47,327
+5,573
+13% +$319K 0.75% 28
2025
Q2 		$2.27M Sell
41,754
-603
-1% -$29.8K 0.87% 23
2025
Q1 		$2.05M Sell
42,357
-5,230
-11% -$270K 0.98% 20
2024
Q4 		$2.48M Buy
47,587
+12,854
+37% +$675K 1.15% 17
2024
Q3 		$1.76M Buy
+34,733
New +$1.71M 0.93% 18

Other funds holding LGH

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 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
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Discipline Wealth Solutions's LGH Position: Q3 2026 in Review

Discipline Wealth Solutions increased its HCM Defender 500 Index ETF (LGH) stake by 2.9% in Q3 2026, buying an estimated $431K and bringing the position to 234,060 shares worth $15.4M. The position accounts for 1.34% of the portfolio, ranked #21.

Discipline Wealth Solutions first reported a position in LGH in Q3 2024 and has held it in 9 quarters since. 13 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

  • Discipline Wealth Solutions held 234,060 shares of HCM Defender 500 Index ETF worth $15.4M as of Q3 2026.
  • Discipline Wealth Solutions bought 6,602 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $431K.
  • HCM Defender 500 Index ETF made up 1.34% of Discipline Wealth Solutions's portfolio in Q3 2026, its #21 holding.
  • Discipline Wealth Solutions first reported a position in HCM Defender 500 Index ETF in Q3 2024 and has held it in 9 quarters since.
  • 13 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.