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

Fortitude 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
2024
Q3 		– Sell
-789
Closed -$17.7K – 1234
2024
Q2 		$17.7K Buy
+789
New +$17.9K 0.01% 319

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 $633M AUM 37.53% 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

Fortitude Family Office's HGER Position: Q3 2024 in Review

Fortitude Family Office sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2024, closing a stake of 789 shares — an estimated $17.7K sold.

Fortitude Family Office first reported a position in HGER in Q2 2024 and held it in 1 quarter. The position peaked at $17.7K in Q2 2024. 57 funds tracked by Wall St. Rank hold HGER as of Q3 2024.

  • Fortitude Family Office reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Fortitude Family Office sold 789 Harbor Commodity All-Weather Strategy ETF shares in Q3 2024, an estimated $17.7K.
  • Fortitude Family Office first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Fortitude Family Office's Harbor Commodity All-Weather Strategy ETF position peaked at $17.7K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2024.

Based on Fortitude Family Office's 13F filing for Q3 2024, filed 25 Oct 2024.