FFO
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Fiduciary Family Office’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Fiduciary Family Office’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
2025
Q1 		– Sell
-1,053,741
Closed -$23.3M – 202
2024
Q4 		$23.3M Buy
+1,053,741
New +$23.8M 6.86% 5

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fiduciary Family Office's HGER Position: Q1 2025 in Review

Fiduciary Family Office sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2025, closing a stake of 1,053,741 shares — an estimated $23.3M sold.

Fiduciary Family Office first reported a position in HGER in Q4 2024 and held it in 1 quarter. The position peaked at $23.3M in Q4 2024. 79 funds tracked by Wall St. Rank hold HGER as of Q1 2025.

  • Fiduciary Family Office reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 1,053,741 Harbor Commodity All-Weather Strategy ETF shares in Q1 2025, an estimated $23.3M.
  • Fiduciary Family Office first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Harbor Commodity All-Weather Strategy ETF position peaked at $23.3M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.