Worth Financial Advisory Group’s HCM Defender 500 Index ETF LGH Stock Holding History

Worth Financial Advisory Group’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	–	Sell	-3,642	Closed	-$226K	–	123
2025 Q4	$226K	Sell	3,642 -748	-17%	-$46K	0.11%	168
2025 Q3	$265K	Sell	4,390 -500	-10%	-$28.6K	0.15%	128
2025 Q2	$266K	Sell	4,890 -4,438	-48%	-$219K	0.16%	126
2025 Q1	$450K	Sell	9,328 -754	-7%	-$38.9K	0.29%	88
2024 Q4	$525K	Buy	10,082 +897	+10%	+$47.1K	0.32%	77
2024 Q3	$466K	Buy	+9,185	New	+$452K	0.27%	84

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

Worth Financial Advisory Group's LGH Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of HCM Defender 500 Index ETF (LGH) in Q1 2026, closing a stake of 3,642 shares — an estimated $226K sold.

Worth Financial Advisory Group first reported a position in LGH in Q3 2024 and held it in 6 quarters. The position peaked at $525K in Q4 2024. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Worth Financial Advisory Group reported no remaining HCM Defender 500 Index ETF position as of Q1 2026 after selling out during the quarter.
Worth Financial Advisory Group sold 3,642 HCM Defender 500 Index ETF shares in Q1 2026, an estimated $226K.
Worth Financial Advisory Group first reported a position in HCM Defender 500 Index ETF in Q3 2024 and held it in 6 quarters.
Worth Financial Advisory Group's HCM Defender 500 Index ETF position peaked at $525K in Q4 2024.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.