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

Panoramic 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	$1.43M	Sell	25,046 -1,977	-7%	-$121K	0.77%	40
2025 Q4	$1.67M	Sell	27,023 -212	-0.8%	-$13K	0.91%	35
2025 Q3	$1.64M	Sell	27,235 -144	-0.5%	-$8.23K	0.93%	36
2025 Q2	$1.49M	Sell	27,379 -3,095	-10%	-$153K	0.92%	38
2025 Q1	$1.47M	Hold	30,474	–	–	0.99%	34
2024 Q4	$1.59M	Buy	30,474 +68	+0.2%	+$3.57K	1.03%	32
2024 Q3	$1.54M	Buy	+30,406	New	+$1.5M	1.07%	32
2024 Q1	$1.43M	Sell	30,640 -3,123	-9%	-$136K	1.05%	31
2023 Q4	$1.39M	Sell	33,763 -517	-2%	-$19.8K	1.2%	27
2023 Q3	$1.28M	Buy	+34,280	New	+$1.35M	1.18%	27
2022 Q4	$1.06M	Buy	+31,854	New	+$1.08M	1.09%	27

Other funds holding LGH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $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

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

Panoramic Investment Advisors reduced its HCM Defender 500 Index ETF (LGH) stake by 7.3% in Q1 2026, selling an estimated $121K and leaving 25,046 shares worth $1.43M. The position accounts for 0.77% of the portfolio, ranked #40.

Panoramic Investment Advisors first reported a position in LGH in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2025. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Panoramic Investment Advisors held 25,046 shares of HCM Defender 500 Index ETF worth $1.43M as of Q1 2026.
Panoramic Investment Advisors sold 1,977 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $121K.
HCM Defender 500 Index ETF made up 0.77% of Panoramic Investment Advisors's portfolio in Q1 2026, its #40 holding.
Panoramic Investment Advisors first reported a position in HCM Defender 500 Index ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's HCM Defender 500 Index ETF position peaked at $1.67M in Q4 2025.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.