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Arkadios Wealth Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Arkadios Wealth Advisors’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 		$1.01M Buy
34,440
+1,998
+6% +$62.7K 0.02% 797
2026
Q1 		$1.01M Buy
32,442
+1,609
+5% +$45K 0.02% 781
2025
Q4 		$765K Sell
30,833
-214,499
-87% -$5.59M 0.01% 824
2025
Q3 		$6.33M Buy
245,332
+52,338
+27% +$1.3M 0.15% 153
2025
Q2 		$4.69M Sell
192,994
-13,829
-7% -$331K 0.14% 170
2025
Q1 		$4.97M Buy
206,823
+16,459
+9% +$383K 0.19% 121
2024
Q4 		$4.21M Buy
190,364
+21,829
+13% +$493K 0.23% 96
2024
Q3 		$3.81M Buy
168,535
+111,928
+198% +$2.48M 0.22% 105
2024
Q2 		$1.27M Buy
56,607
+12,207
+27% +$278K 0.09% 232
2024
Q1 		$983K Buy
44,400
+7,122
+19% +$151K 0.08% 239
2023
Q4 		$781K Buy
37,278
+5,217
+16% +$117K 0.07% 269
2023
Q3 		$736K Sell
32,061
-1,321
-4% -$30K 0.07% 266
2023
Q2 		$711K Sell
33,382
-2,156
-6% -$46.7K 0.08% 240
2023
Q1 		$787K Buy
35,538
+2,496
+8% +$55K 0.09% 222
2022
Q4 		$728K Buy
+33,042
New +$709K 0.1% 223

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Arkadios Wealth Advisors's HGER Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 6.2% in Q2 2026, buying an estimated $62.7K and bringing the position to 34,440 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #797.

Arkadios Wealth Advisors first reported a position in HGER in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.33M in Q3 2025. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Arkadios Wealth Advisors held 34,440 shares of Harbor Commodity All-Weather Strategy ETF worth $1.01M as of Q2 2026.
  • Arkadios Wealth Advisors bought 1,998 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $62.7K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #797 holding.
  • Arkadios Wealth Advisors first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Harbor Commodity All-Weather Strategy ETF position peaked at $6.33M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.