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

Ballew 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	$225K	Buy	+7,575	New	+$238K	0.12%	116

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Ballew Advisors's HGER Position: Q2 2026 in Review

Ballew Advisors opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026: 7,575 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings.

233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Ballew Advisors held 7,575 shares of Harbor Commodity All-Weather Strategy ETF worth $225K as of Q2 2026.
Harbor Commodity All-Weather Strategy ETF was a new Ballew Advisors position in Q2 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.12% of Ballew Advisors's portfolio in Q2 2026, its #116 holding.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.