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

IFP 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	$1.51M	Buy	26,548 +302	+1%	+$18.4K	0.03%	543
2025 Q4	$1.63M	Buy	26,246 +712	+3%	+$43.8K	0.04%	477
2025 Q3	$1.54M	Buy	25,534 +322	+1%	+$18.4K	0.04%	444
2025 Q2	$1.37M	Sell	25,212 -439	-2%	-$21.7K	0.04%	473
2025 Q1	$1.24M	Buy	25,651 +680	+3%	+$35.1K	0.04%	500
2024 Q4	$1.3M	Sell	24,971 -1,231	-5%	-$64.7K	0.04%	457
2024 Q3	$1.33M	Buy	26,202 +1,018	+4%	+$50.1K	0.05%	404
2024 Q2	$1.25M	Sell	25,184 -7,838	-24%	-$366K	0.05%	388
2024 Q1	$1.54M	Sell	33,022 -2,998	-8%	-$130K	0.07%	307
2023 Q4	$1.48M	Sell	36,020 -10,723	-23%	-$411K	0.07%	303
2023 Q3	$1.75M	Buy	46,743 +8,289	+22%	+$327K	0.08%	267
2023 Q2	$1.51M	Buy	38,454 +1,214	+3%	+$44.2K	0.06%	318
2023 Q1	$937K	Sell	37,240 -10,034	-21%	-$346K	0.04%	413
2022 Q4	$1.21M	Sell	47,274 -33,330	-41%	-$1.13M	0.03%	546
2022 Q3	$2.05M	Sell	80,604 -3,842	-5%	-$133K	0.05%	388
2022 Q2	$2.14M	Hold	84,446	–	–	0.07%	328
2022 Q1	$2.14M	Buy	84,446 +77,386	+1,096%	+$3.23M	0.07%	328
2021 Q4	$325K	Buy	+7,060	New	+$312K	0.01%	750

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 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 $950M AUM 16.22% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $306M AUM 24.94% 1-Year Est. Return

IFP Advisors's LGH Position: Q1 2026 in Review

IFP Advisors increased its HCM Defender 500 Index ETF (LGH) stake by 1.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 26,548 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #543.

IFP Advisors first reported a position in LGH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q2 2022. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

IFP Advisors held 26,548 shares of HCM Defender 500 Index ETF worth $1.51M as of Q1 2026.
IFP Advisors bought 302 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $18.4K.
HCM Defender 500 Index ETF made up 0.03% of IFP Advisors's portfolio in Q1 2026, its #543 holding.
IFP Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2021 and has held it in 18 quarters since.
IFP Advisors's HCM Defender 500 Index ETF position peaked at $2.14M in Q2 2022.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.