Englebert Financial Advisers’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Englebert Financial Advisers’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	$268K	Buy	9,141 +536	+6%	+$16.8K	0.26%	53
2026 Q1	$267K	Sell	8,605 -19,391	-69%	-$543K	0.3%	47
2025 Q4	$695K	Buy	+27,996	New	+$730K	0.8%	26

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

Englebert Financial Advisers's HGER Position: Q2 2026 in Review

Englebert Financial Advisers increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 6.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 9,141 shares worth $268K. The position accounts for 0.26% of the portfolio, ranked #53.

Englebert Financial Advisers first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $695K in Q4 2025. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Englebert Financial Advisers held 9,141 shares of Harbor Commodity All-Weather Strategy ETF worth $268K as of Q2 2026.
Englebert Financial Advisers bought 536 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $16.8K.
Harbor Commodity All-Weather Strategy ETF made up 0.26% of Englebert Financial Advisers's portfolio in Q2 2026, its #53 holding.
Englebert Financial Advisers first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Englebert Financial Advisers's Harbor Commodity All-Weather Strategy ETF position peaked at $695K in Q4 2025.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.