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FMA Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

FMA Wealth Management’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
Q3 		– Sell
-162,758
Closed -$3.66M – 46
2024
Q2 		$3.66M Sell
162,758
-258
-0.2% -$5.87K 2.96% 10
2024
Q1 		$3.61M Sell
163,016
-5,960
-4% -$126K 2.99% 9
2023
Q4 		$3.54M Buy
+168,976
New +$3.79M 3.22% 9

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

FMA Wealth Management's HGER Position: Q3 2024 in Review

FMA Wealth Management sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2024, closing a stake of 162,758 shares — an estimated $3.66M sold.

FMA Wealth Management first reported a position in HGER in Q4 2023 and held it in 3 quarters. The position peaked at $3.66M in Q2 2024. 57 funds tracked by Wall St. Rank hold HGER as of Q3 2024.

  • FMA Wealth Management reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • FMA Wealth Management sold 162,758 Harbor Commodity All-Weather Strategy ETF shares in Q3 2024, an estimated $3.66M.
  • FMA Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2023 and held it in 3 quarters.
  • FMA Wealth Management's Harbor Commodity All-Weather Strategy ETF position peaked at $3.66M in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2024.

Based on FMA Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.