CWM
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Centricity Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Centricity Wealth Management’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 		$20.6K Buy
+847
New +$20.3K 0.02% 253

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 $551M AUM 41.38% 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 $71.6B AUM 21.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return