Foundations Investment Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
32,844
-452
-1% -$24.6K 0.03% 324
2025
Q1
$1.61M Sell
33,296
-137
-0.4% -$6.62K 0.03% 323
2024
Q4
$1.74M Buy
33,433
+378
+1% +$19.7K 0.03% 309
2024
Q3
$1.68M Buy
33,055
+10,429
+46% +$530K 0.04% 292
2024
Q2
$1.12M Buy
22,626
+5,811
+35% +$287K 0.03% 319
2024
Q1
$783K Buy
16,815
+645
+4% +$30K 0.02% 371
2023
Q4
$684K Buy
16,170
+7,501
+87% +$318K 0.02% 373
2023
Q3
$324K Buy
8,669
+1,623
+23% +$60.7K 0.01% 495
2023
Q2
$277K Sell
7,046
-8,711
-55% -$343K 0.01% 485
2023
Q1
$553K Buy
+15,757
New +$553K 0.02% 307