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Harbor Investment Advisory’s Wedbush Laffer Tengler New Era Value ETF TGLR Stock Holding History

Harbor Investment Advisory’s Portfolio TGLR Stock Details TGLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,680
Closed -$60.8K – 1374
2026
Q1 		$60.8K Hold
1,680
– – ﹤0.01% 585
2025
Q4 		$60.7K Hold
1,680
– – ﹤0.01% 619
2025
Q3 		$59.7K Hold
1,680
– – ﹤0.01% 604
2025
Q2 		$54.2K Hold
1,680
– – ﹤0.01% 617
2025
Q1 		$48.3K Buy
+1,680
New +$50.9K ﹤0.01% 622

Other funds holding TGLR

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Harbor Investment Advisory's TGLR Position: Q2 2026 in Review

Harbor Investment Advisory sold out of Wedbush Laffer Tengler New Era Value ETF (TGLR) in Q2 2026, closing a stake of 1,680 shares — an estimated $60.8K sold.

Harbor Investment Advisory first reported a position in TGLR in Q1 2025 and held it in 5 quarters. The position peaked at $60.8K in Q1 2026. 11 funds tracked by Wall St. Rank hold TGLR as of Q2 2026.

  • Harbor Investment Advisory reported no remaining Wedbush Laffer Tengler New Era Value ETF position as of Q2 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,680 Wedbush Laffer Tengler New Era Value ETF shares in Q2 2026, an estimated $60.8K.
  • Harbor Investment Advisory first reported a position in Wedbush Laffer Tengler New Era Value ETF in Q1 2025 and held it in 5 quarters.
  • Harbor Investment Advisory's Wedbush Laffer Tengler New Era Value ETF position peaked at $60.8K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Wedbush Laffer Tengler New Era Value ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.