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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
Q2 		$5.65M Buy
192,621
+4,501
+2% +$141K 2.12% 16
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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Beta Wealth Group's HGER Position: Q2 2026 in Review

Beta Wealth Group increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 2.4% in Q2 2026, buying an estimated $141K and bringing the position to 192,621 shares worth $5.65M. The position accounts for 2.12% of the portfolio, ranked #16.

Beta Wealth Group first reported a position in HGER in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.83M in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Beta Wealth Group held 192,621 shares of Harbor Commodity All-Weather Strategy ETF worth $5.65M as of Q2 2026.
  • Beta Wealth Group bought 4,501 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $141K.
  • Harbor Commodity All-Weather Strategy ETF made up 2.12% of Beta Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Beta Wealth Group first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Beta Wealth Group's Harbor Commodity All-Weather Strategy ETF position peaked at $5.83M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.