Fiduciary Alliance
LGH icon

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
Q3 		$711K Sell
10,814
-101
-0.9% -$6.6K 0.05% 270
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 		$1000K 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% -$3.66K 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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Aegis Wealth Management (Iowa)
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Fiduciary Alliance's LGH Position: Q3 2026 in Review

Fiduciary Alliance reduced its HCM Defender 500 Index ETF (LGH) stake by 0.93% in Q3 2026, selling an estimated $6.6K and leaving 10,814 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #270.

Fiduciary Alliance first reported a position in LGH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q2 2024. 37 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

  • Fiduciary Alliance held 10,814 shares of HCM Defender 500 Index ETF worth $711K as of Q3 2026.
  • Fiduciary Alliance sold 101 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $6.6K.
  • HCM Defender 500 Index ETF made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #270 holding.
  • Fiduciary Alliance first reported a position in HCM Defender 500 Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Alliance's HCM Defender 500 Index ETF position peaked at $1.44M in Q2 2024.
  • 37 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.