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 Q2	–	Sell	-7,102	Closed	-$405K	–	3755
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 $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Mariner's LGH Position: Q2 2026 in Review

Mariner sold out of HCM Defender 500 Index ETF (LGH) in Q2 2026, closing a stake of 7,102 shares — an estimated $405K sold.

Mariner first reported a position in LGH in Q4 2023 and held it in 8 quarters. The position peaked at $4.25M in Q4 2023. 43 funds tracked by Wall St. Rank hold LGH as of Q2 2026.

Mariner reported no remaining HCM Defender 500 Index ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 7,102 HCM Defender 500 Index ETF shares in Q2 2026, an estimated $405K.
Mariner first reported a position in HCM Defender 500 Index ETF in Q4 2023 and held it in 8 quarters.
Mariner's HCM Defender 500 Index ETF position peaked at $4.25M in Q4 2023.
43 funds tracked by Wall St. Rank held HCM Defender 500 Index ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.