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Carolinas Wealth Consulting’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-515
Closed -$12.4K – 401
2025
Q1 		$12.4K Buy
515
+12
+2% +$279 ﹤0.01% 506
2024
Q4 		$11.1K Buy
503
+277
+123% +$6.26K ﹤0.01% 531
2024
Q3 		$5.1K Buy
+226
New +$5K ﹤0.01% 660

Other funds holding HGER

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Carolinas Wealth Consulting's HGER Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2025, closing a stake of 515 shares — an estimated $12.4K sold.

Carolinas Wealth Consulting first reported a position in HGER in Q3 2024 and held it in 3 quarters. The position peaked at $12.4K in Q1 2025. 88 funds tracked by Wall St. Rank hold HGER as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 515 Harbor Commodity All-Weather Strategy ETF shares in Q2 2025, an estimated $12.4K.
  • Carolinas Wealth Consulting first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Harbor Commodity All-Weather Strategy ETF position peaked at $12.4K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.