Clarity Retirement & Wealth’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Clarity Retirement & Wealth’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 Q1	–	Sell	-21,478	Closed	-$533K	–	30
2025 Q4	$533K	Buy	+21,478	New	+$560K	0.47%	20

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clarity Retirement & Wealth's HGER Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2026, closing a stake of 21,478 shares — an estimated $533K sold.

Clarity Retirement & Wealth first reported a position in HGER in Q4 2025 and held it in 1 quarter. The position peaked at $533K in Q4 2025. 201 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

Clarity Retirement & Wealth reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2026 after selling out during the quarter.
Clarity Retirement & Wealth sold 21,478 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $533K.
Clarity Retirement & Wealth first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and held it in 1 quarter.
Clarity Retirement & Wealth's Harbor Commodity All-Weather Strategy ETF position peaked at $533K in Q4 2025.
201 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.