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Bedel Financial Consulting’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Bedel Financial Consulting’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 		$2.42M Buy
+82,434
New +$2.58M 0.23% 55

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
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
EA
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

Bedel Financial Consulting's HGER Position: Q2 2026 in Review

Bedel Financial Consulting opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026: 82,434 shares worth $2.42M. The stake represents 0.23% of the portfolio and ranks #55 among its holdings.

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

  • Bedel Financial Consulting held 82,434 shares of Harbor Commodity All-Weather Strategy ETF worth $2.42M as of Q2 2026.
  • Harbor Commodity All-Weather Strategy ETF was a new Bedel Financial Consulting position in Q2 2026.
  • Harbor Commodity All-Weather Strategy ETF made up 0.23% of Bedel Financial Consulting's portfolio in Q2 2026, its #55 holding.
  • 120 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.