Atria Investments’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Atria Investments’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	$4.18M	Buy	142,546 +11,822	+9%	+$371K	0.04%	445
2026 Q1	$4.05M	Buy	130,724 +105,631	+421%	+$2.96M	0.05%	436
2025 Q4	$623K	Sell	25,093 -777	-3%	-$20.3K	0.01%	1312
2025 Q3	$667K	Buy	25,870 +6,993	+37%	+$174K	0.01%	1260
2025 Q2	$459K	Sell	18,877 -3,110	-14%	-$74.5K	0.01%	1467
2025 Q1	$529K	Sell	21,987 -81,794	-79%	-$1.9M	0.01%	1328
2024 Q4	$2.3M	Buy	+103,781	New	+$2.35M	0.03%	623

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 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

Atria Investments's HGER Position: Q2 2026 in Review

Atria Investments increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 9% in Q2 2026, buying an estimated $371K and bringing the position to 142,546 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #445.

Atria Investments first reported a position in HGER in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Atria Investments held 142,546 shares of Harbor Commodity All-Weather Strategy ETF worth $4.18M as of Q2 2026.
Atria Investments bought 11,822 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $371K.
Harbor Commodity All-Weather Strategy ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #445 holding.
Atria Investments first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.