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 Q3	$4.9M	Buy	138,986 +120,305	+644%	+$4.05M	0.14%	146
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Belpointe Asset Management's HGER Position: Q3 2026 in Review

Belpointe Asset Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 644% in Q3 2026, buying an estimated $4.05M and bringing the position to 138,986 shares worth $4.9M. The position accounts for 0.14% of the portfolio, ranked #146.

Belpointe Asset Management first reported a position in HGER in Q2 2022 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Belpointe Asset Management held 138,986 shares of Harbor Commodity All-Weather Strategy ETF worth $4.9M as of Q3 2026.
Belpointe Asset Management bought 120,305 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $4.05M.
Harbor Commodity All-Weather Strategy ETF made up 0.14% of Belpointe Asset Management's portfolio in Q3 2026, its #146 holding.
Belpointe Asset Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2022 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.