AWE
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Avidian Wealth Enterprises’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Avidian Wealth Enterprises’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 		$675K Buy
+19,157
New +$645K 0.02% 416

Other funds holding HGER

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Avidian Wealth Enterprises's HGER Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 19,157 shares worth $675K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings.

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

  • Avidian Wealth Enterprises held 19,157 shares of Harbor Commodity All-Weather Strategy ETF worth $675K as of Q3 2026.
  • Harbor Commodity All-Weather Strategy ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • Harbor Commodity All-Weather Strategy ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #416 holding.
  • 15 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.