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Birchwood Financial Partners’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Birchwood Financial Partners’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 		$106K Buy
3,611
+2,022
+127% +$63.4K 0.09% 121
2026
Q1 		$49.3K Buy
+1,589
New +$44.5K 0.05% 166

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

Birchwood Financial Partners's HGER Position: Q2 2026 in Review

Birchwood Financial Partners increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 127% in Q2 2026, buying an estimated $63.4K and bringing the position to 3,611 shares worth $106K. The position accounts for 0.09% of the portfolio, ranked #121.

Birchwood Financial Partners first reported a position in HGER in Q1 2026 and has held it in 2 quarters since. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Birchwood Financial Partners held 3,611 shares of Harbor Commodity All-Weather Strategy ETF worth $106K as of Q2 2026.
  • Birchwood Financial Partners bought 2,022 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $63.4K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.09% of Birchwood Financial Partners's portfolio in Q2 2026, its #121 holding.
  • Birchwood Financial Partners first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.