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Cooper Financial Group’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Cooper Financial Group’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
Q3 		$9.55M Buy
270,878
+26,068
+11% +$877K 0.76% 27
2026
Q2 		$7.18M Buy
+244,810
New +$7.68M 0.6% 36

Other funds holding HGER

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Cooper Financial Group's HGER Position: Q3 2026 in Review

Cooper Financial Group increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 11% in Q3 2026, buying an estimated $877K and bringing the position to 270,878 shares worth $9.55M. The position accounts for 0.76% of the portfolio, ranked #27.

Cooper Financial Group first reported a position in HGER in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

  • Cooper Financial Group held 270,878 shares of Harbor Commodity All-Weather Strategy ETF worth $9.55M as of Q3 2026.
  • Cooper Financial Group bought 26,068 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $877K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.76% of Cooper Financial Group's portfolio in Q3 2026, its #27 holding.
  • Cooper Financial Group first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.