Belpointe Asset Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Belpointe Asset Management’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 Q1	$422K	Buy	+13,611	New	+$381K	0.02%	750
2023 Q2	–	Sell	-7,529	Closed	-$167K	–	1746
2023 Q1	$167K	Sell	7,529 -108	-1%	-$2.38K	0.01%	1022
2022 Q4	$168K	Sell	7,637 -31	-0.4%	-$665	0.01%	967
2022 Q3	$154K	Sell	7,668 -33	-0.4%	-$701	0.01%	952
2022 Q2	$172K	Buy	+7,701	New	+$181K	0.01%	887

Other funds holding HGER

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Belpointe Asset Management's HGER Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2026: 13,611 shares worth $422K. The stake represents 0.02% of the portfolio and ranks #750 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in HGER as recently as Q1 2023.

Belpointe Asset Management first reported a position in HGER in Q2 2022 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

Belpointe Asset Management held 13,611 shares of Harbor Commodity All-Weather Strategy ETF worth $422K as of Q1 2026.
Harbor Commodity All-Weather Strategy ETF was a new Belpointe Asset Management position in Q1 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #750 holding.
Belpointe Asset Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2022 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.