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 Q2	$548K	Buy	18,681 +5,070	+37%	+$159K	0.02%	696
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 $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

Belpointe Asset Management's HGER Position: Q2 2026 in Review

Belpointe Asset Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 37% in Q2 2026, buying an estimated $159K and bringing the position to 18,681 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #696.

Belpointe Asset Management first reported a position in HGER in Q2 2022 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Belpointe Asset Management held 18,681 shares of Harbor Commodity All-Weather Strategy ETF worth $548K as of Q2 2026.
Belpointe Asset Management bought 5,070 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $159K.
Harbor Commodity All-Weather Strategy ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #696 holding.
Belpointe Asset Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2022 and has held it in 6 quarters since.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.