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Bennett Associates Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Bennett Associates Wealth 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 		$4.41M Buy
142,162
+3,958
+3% +$111K 2.97% 11
2025
Q4 		$3.43M Buy
+138,204
New +$3.6M 2.38% 12

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bennett Associates Wealth Management's HGER Position: Q1 2026 in Review

Bennett Associates Wealth Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 2.9% in Q1 2026, buying an estimated $111K and bringing the position to 142,162 shares worth $4.41M. The position accounts for 2.97% of the portfolio, ranked #11.

Bennett Associates Wealth Management first reported a position in HGER in Q4 2025 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

  • Bennett Associates Wealth Management held 142,162 shares of Harbor Commodity All-Weather Strategy ETF worth $4.41M as of Q1 2026.
  • Bennett Associates Wealth Management bought 3,958 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $111K.
  • Harbor Commodity All-Weather Strategy ETF made up 2.97% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Bennett Associates Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.