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Benjamin F. Edwards & Company’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q4 		– Sell
-100
Closed -$2K – 1867
2022
Q3 		$2K Hold
100
– – ﹤0.01% 1711
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1691
2022
Q1 		$2K Buy
+100
New +$2.22K ﹤0.01% 1656

Other funds holding HGER

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benjamin F. Edwards & Company's HGER Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in HGER in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 17 funds tracked by Wall St. Rank hold HGER as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 Harbor Commodity All-Weather Strategy ETF shares in Q4 2022, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2022 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Harbor Commodity All-Weather Strategy ETF position peaked at $2K in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.