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

Foundations Investment Advisors’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 Q1	$1.47M	Sell	25,725 -544	-2%	-$33.2K	0.02%	434
2025 Q4	$1.63M	Sell	26,269 -2,930	-10%	-$180K	0.02%	394
2025 Q3	$1.76M	Sell	29,199 -3,645	-11%	-$208K	0.03%	337
2025 Q2	$1.79M	Sell	32,844 -452	-1%	-$22.3K	0.03%	324
2025 Q1	$1.61M	Sell	33,296 -137	-0.4%	-$7.07K	0.03%	323
2024 Q4	$1.74M	Buy	33,433 +378	+1%	+$19.9K	0.03%	309
2024 Q3	$1.68M	Buy	33,055 +10,429	+46%	+$514K	0.04%	292
2024 Q2	$1.12M	Buy	22,626 +5,811	+35%	+$271K	0.03%	319
2024 Q1	$783K	Buy	16,815 +645	+4%	+$28K	0.02%	371
2023 Q4	$684K	Buy	16,170 +7,501	+87%	+$288K	0.02%	373
2023 Q3	$324K	Buy	8,669 +1,623	+23%	+$64K	0.01%	495
2023 Q2	$277K	Sell	7,046 -8,711	-55%	-$317K	0.01%	485
2023 Q1	$553K	Buy	+15,757	New	+$543K	0.02%	307

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 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

LPL Financial San Diego, California $377B AUM 19.32% 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

Foundations Investment Advisors's LGH Position: Q1 2026 in Review

Foundations Investment Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 2.1% in Q1 2026, selling an estimated $33.2K and leaving 25,725 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #434.

Foundations Investment Advisors first reported a position in LGH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q2 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Foundations Investment Advisors held 25,725 shares of HCM Defender 500 Index ETF worth $1.47M as of Q1 2026.
Foundations Investment Advisors sold 544 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $33.2K.
HCM Defender 500 Index ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #434 holding.
Foundations Investment Advisors first reported a position in HCM Defender 500 Index ETF in Q1 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's HCM Defender 500 Index ETF position peaked at $1.79M in Q2 2025.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.