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 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

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

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

OAS

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

Discipline Wealth Solutions's LGH Position: Q2 2026 in Review

Discipline Wealth Solutions increased its HCM Defender 500 Index ETF (LGH) stake by 27% in Q2 2026, buying an estimated $2.96M and bringing the position to 227,458 shares worth $14.5M. The position accounts for 1.27% of the portfolio, ranked #22.

Discipline Wealth Solutions first reported a position in LGH in Q3 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Discipline Wealth Solutions held 227,458 shares of HCM Defender 500 Index ETF worth $14.5M as of Q2 2026.
Discipline Wealth Solutions bought 47,913 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $2.96M.
HCM Defender 500 Index ETF made up 1.27% of Discipline Wealth Solutions's portfolio in Q2 2026, its #22 holding.
Discipline Wealth Solutions first reported a position in HCM Defender 500 Index ETF in Q3 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.