Asset Dedication LLC’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Asset Dedication LLC’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 Q3	$20.2K	Buy	+573	New	+$19.3K	﹤0.01%	662

Other funds holding HGER

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Asset Dedication LLC's HGER Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 573 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

166 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Asset Dedication LLC held 573 shares of Harbor Commodity All-Weather Strategy ETF worth $20.2K as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Asset Dedication LLC position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #662 holding.
166 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.