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Edge Capital Group’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Edge Capital 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
2024
Q4 		$293K Hold
13,232
– – 0.01% 266
2024
Q3 		$299K Buy
+13,232
New +$293K 0.01% 265

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $351M AUM 22.19% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Edge Capital Group's HGER Position: Q4 2024 in Review

Edge Capital Group held its Harbor Commodity All-Weather Strategy ETF (HGER) position steady in Q4 2024 at 13,232 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #266.

Edge Capital Group first reported a position in HGER in Q3 2024 and has held it in 2 quarters since. The position peaked at $299K in Q3 2024. 71 funds tracked by Wall St. Rank hold HGER as of Q4 2024.

  • Edge Capital Group held 13,232 shares of Harbor Commodity All-Weather Strategy ETF worth $293K as of Q4 2024.
  • Edge Capital Group left its Harbor Commodity All-Weather Strategy ETF share count unchanged in Q4 2024.
  • Harbor Commodity All-Weather Strategy ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #266 holding.
  • Edge Capital Group first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2024 and has held it in 2 quarters since.
  • Edge Capital Group's Harbor Commodity All-Weather Strategy ETF position peaked at $299K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.