CREATIVE FINANCIAL DESIGNS INC /ADV LGH HCM DEFENDER 500 INDEX ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  14 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported HCM DEFENDER 500 INDEX ETF (LGH) in 14 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows LGH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LGH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in HCM DEFENDER 500 INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LGH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held LGH — position size vs. price
% of Fund (quarterly)    LGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,130 +145 +14.7% 0.00% $64K 2026-04-13 $58.22
2025 Q4 ADDED 985 +150 +18.0% 0.00% $61K 2026-02-06 $62.46
2025 Q3 ADDED 835 +99 +13.5% 0.00% $50K 2025-11-14 (Est.) $60.77
2025 Q2 UNCHANGED 736 0% 0.00% $40K 2025-08-04 $55.82
2025 Q1 REDUCED 736 -18 -2.4% 0.00% $36K 2025-04-23 $45.93
2024 Q4 ADDED 754 +73 +10.7% 0.00% $39K 2025-02-10 $53.11
2024 Q3 REDUCED 23.1% +3.6% 681 -204 -23.1% 0.00% $35K 2024-10-28 $51.14
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and LGH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning LGH?

CREATIVE FINANCIAL DESIGNS INC /ADV reported LGH across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LGH position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for LGH was 0.00% in 2026 Q1.

What is the latest reported LGH position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,130 shares, equal to 0.00% of portfolio, with an estimated market value of $64K.

What does the chart on this LGH ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly LGH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CREATIVE FINANCIAL DESIGNS INC /ADV time their LGH position?

Based on 13F filing dates vs. subsequent LGH price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on LGH relative to SPY over the holding period was -3.5%.

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