4J Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

4J Wealth Management’s Portfolio HGER Stock Details HGER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$840K	Buy	28,639 +16,850	+143%	+$528K	0.41%	42
2026 Q1	$366K	Buy	11,789 +1,625	+16%	+$45.5K	0.21%	69
2025 Q4	$252K	Buy	10,164 +986	+11%	+$25.7K	0.14%	85
2025 Q3	$237K	Sell	9,178 -26,768	-74%	-$666K	0.14%	88
2025 Q2	$873K	Buy	+35,946	New	+$861K	0.59%	33

Other funds holding HGER

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

4J Wealth Management's HGER Position: Q2 2026 in Review

4J Wealth Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 143% in Q2 2026, buying an estimated $528K and bringing the position to 28,639 shares worth $840K. The position accounts for 0.41% of the portfolio, ranked #42.

4J Wealth Management first reported a position in HGER in Q2 2025 and has held it in 5 quarters since. The position peaked at $873K in Q2 2025. 99 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

4J Wealth Management held 28,639 shares of Harbor Commodity All-Weather Strategy ETF worth $840K as of Q2 2026.
4J Wealth Management bought 16,850 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $528K.
Harbor Commodity All-Weather Strategy ETF made up 0.41% of 4J Wealth Management's portfolio in Q2 2026, its #42 holding.
4J Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 5 quarters since.
4J Wealth Management's Harbor Commodity All-Weather Strategy ETF position peaked at $873K in Q2 2025.
99 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.