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Fiduciary Alliance’s HCM Defender 500 Index ETF LGH Stock Holding History

Fiduciary Alliance’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 		$696K Buy
10,915
+176
+2% +$10.9K 0.05% 317
2026
Q1 		$634K Sell
10,739
-5,371
-33% -$328K 0.04% 339
2025
Q4 		$998K Sell
16,110
-445
-3% -$27.4K 0.07% 241
2025
Q3 		$1,000K Sell
16,555
-35
-0.2% -$2K 0.07% 236
2025
Q2 		$903K Sell
16,590
-6,474
-28% -$320K 0.07% 236
2025
Q1 		$1.11M Buy
23,064
+70
+0.3% +$3.61K 0.11% 155
2024
Q4 		$1.2M Sell
22,994
-3,582
-13% -$188K 0.12% 149
2024
Q3 		$1.35M Sell
26,576
-2,276
-8% -$112K 0.18% 98
2024
Q2 		$1.44M Buy
28,852
+1,978
+7% +$92.3K 0.23% 83
2024
Q1 		$1.25M Buy
26,874
+171
+0.6% +$7.43K 0.22% 85
2023
Q4 		$1.1M Buy
26,703
+10,005
+60% +$384K 0.22% 79
2023
Q3 		$624K Sell
16,698
-93
-0.6% -$3.67K 0.14% 91
2023
Q2 		$661K Buy
16,791
+9
+0.1% +$327 0.14% 84
2023
Q1 		$589K Buy
16,782
+95
+0.6% +$3.27K 0.15% 83
2022
Q4 		$557K Buy
+16,687
New +$568K 0.14% 81

Other funds holding LGH

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fiduciary Alliance's LGH Position: Q2 2026 in Review

Fiduciary Alliance increased its HCM Defender 500 Index ETF (LGH) stake by 1.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 10,915 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #317.

Fiduciary Alliance first reported a position in LGH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q2 2024. 21 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

  • Fiduciary Alliance held 10,915 shares of HCM Defender 500 Index ETF worth $696K as of Q2 2026.
  • Fiduciary Alliance bought 176 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $10.9K.
  • HCM Defender 500 Index ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #317 holding.
  • Fiduciary Alliance first reported a position in HCM Defender 500 Index ETF in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's HCM Defender 500 Index ETF position peaked at $1.44M in Q2 2024.
  • 21 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.