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Diversify Advisory Services’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Diversify Advisory Services’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
-14,358
Closed -$369K – 487
2025
Q4 		$369K Buy
+14,358
New +$374K 0.01% 705

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Diversify Advisory Services's HGER Position: Q1 2026 in Review

Diversify Advisory Services sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2026, closing a stake of 14,358 shares — an estimated $369K sold.

Diversify Advisory Services first reported a position in HGER in Q4 2025 and held it in 1 quarter. The position peaked at $369K in Q4 2025. 201 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

  • Diversify Advisory Services reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 14,358 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $369K.
  • Diversify Advisory Services first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Harbor Commodity All-Weather Strategy ETF position peaked at $369K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.