IFP Advisors
LGH icon

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
Q3 		$1.73M Sell
26,322
-476
-2% -$31.1K 0.03% 549
2026
Q2 		$1.71M Buy
26,798
+250
+0.9% +$15.5K 0.03% 543
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 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
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors's LGH Position: Q3 2026 in Review

IFP Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 1.8% in Q3 2026, selling an estimated $31.1K and leaving 26,322 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #549.

IFP Advisors first reported a position in LGH in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.14M in Q2 2022. 11 funds tracked by Wall St. Rank hold LGH as of Q3 2026.

  • IFP Advisors held 26,322 shares of HCM Defender 500 Index ETF worth $1.73M as of Q3 2026.
  • IFP Advisors sold 476 HCM Defender 500 Index ETF shares in Q3 2026, an estimated $31.1K.
  • HCM Defender 500 Index ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #549 holding.
  • IFP Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2021 and has held it in 20 quarters since.
  • IFP Advisors's HCM Defender 500 Index ETF position peaked at $2.14M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.