BWG
HGER icon

Beta Wealth Group’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Beta Wealth Group’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 		$5.83M Buy
188,120
+2,098
+1% +$58.7K 2.41% 14
2025
Q4 		$4.62M Sell
186,022
-2,459
-1% -$64.1K 1.86% 19
2025
Q3 		$4.86M Buy
+188,481
New +$4.69M 1.92% 19

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

Beta Wealth Group's HGER Position: Q1 2026 in Review

Beta Wealth Group increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 1.1% in Q1 2026, buying an estimated $58.7K and bringing the position to 188,120 shares worth $5.83M. The position accounts for 2.41% of the portfolio, ranked #14.

Beta Wealth Group first reported a position in HGER in Q3 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

  • Beta Wealth Group held 188,120 shares of Harbor Commodity All-Weather Strategy ETF worth $5.83M as of Q1 2026.
  • Beta Wealth Group bought 2,098 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $58.7K.
  • Harbor Commodity All-Weather Strategy ETF made up 2.41% of Beta Wealth Group's portfolio in Q1 2026, its #14 holding.
  • Beta Wealth Group first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.