Mariner’s HCM Defender 500 Index ETF LGH Stock Holding History

Mariner’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	$405K	Hold	7,102	–	–	﹤0.01%	2646
2025 Q4	$440K	Hold	7,102	–	–	﹤0.01%	2534
2025 Q3	$429K	Buy	7,102 +1,173	+20%	+$67.1K	﹤0.01%	2551
2025 Q2	$323K	Buy	5,929 +878	+17%	+$43.4K	﹤0.01%	2668
2025 Q1	$244K	Buy	5,051 +47	+0.9%	+$2.42K	﹤0.01%	2825
2024 Q4	$261K	Buy	5,004 +1,051	+27%	+$55.2K	﹤0.01%	2760
2024 Q3	$201K	Buy	+3,953	New	+$195K	﹤0.01%	2936
2024 Q1	–	Sell	-103,164	Closed	-$4.25M	–	3196
2023 Q4	$4.25M	Buy	+103,164	New	+$3.96M	0.01%	742

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

Mariner's LGH Position: Q1 2026 in Review

Mariner held its HCM Defender 500 Index ETF (LGH) position steady in Q1 2026 at 7,102 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Mariner first reported a position in LGH in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.25M in Q4 2023. 45 funds tracked by Wall St. Rank hold LGH as of Q1 2026.

Mariner held 7,102 shares of HCM Defender 500 Index ETF worth $405K as of Q1 2026.
Mariner left its HCM Defender 500 Index ETF share count unchanged in Q1 2026.
HCM Defender 500 Index ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2646 holding.
Mariner first reported a position in HCM Defender 500 Index ETF in Q4 2023 and has held it in 8 quarters since.
Mariner's HCM Defender 500 Index ETF position peaked at $4.25M in Q4 2023.
45 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.