Cyndeo Wealth Partners’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Cyndeo Wealth Partners’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 Q2	$1.2M	Buy	40,777 +1,386	+4%	+$43.5K	0.06%	237
2026 Q1	$1.22M	Buy	39,391 +2,590	+7%	+$72.5K	0.06%	218
2025 Q4	$913K	Buy	+36,801	New	+$959K	0.05%	247

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

3AM

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

GLA

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 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

Cyndeo Wealth Partners's HGER Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 3.5% in Q2 2026, buying an estimated $43.5K and bringing the position to 40,777 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #237.

Cyndeo Wealth Partners first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Cyndeo Wealth Partners held 40,777 shares of Harbor Commodity All-Weather Strategy ETF worth $1.2M as of Q2 2026.
Cyndeo Wealth Partners bought 1,386 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $43.5K.
Harbor Commodity All-Weather Strategy ETF made up 0.06% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #237 holding.
Cyndeo Wealth Partners first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Cyndeo Wealth Partners's Harbor Commodity All-Weather Strategy ETF position peaked at $1.22M in Q1 2026.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.