Carson Wealth (CWM LLC)
HGER icon

Carson Wealth (CWM LLC)’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q4 		– Sell
-43
Closed -$1K – 5005
2024
Q3 		$1K Buy
+43
New +$952 ﹤0.01% 4594

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FFO
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NHFG
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SF
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Raymond James Financial
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IWA
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Janney Montgomery Scott
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Commonwealth Equity Services
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HGER Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2024, closing a stake of 43 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HGER in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 71 funds tracked by Wall St. Rank hold HGER as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 43 Harbor Commodity All-Weather Strategy ETF shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Harbor Commodity All-Weather Strategy ETF position peaked at $1K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.