Hartford Financial Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Hartford Financial 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
2023 Q2	–	Sell	-1,225	Closed	-$27.1K	–	371
2023 Q1	$27.1K	Hold	1,225	–	–	0.01%	241
2022 Q4	$27K	Sell	1,225 -1,137	-48%	-$24.4K	0.01%	237
2022 Q3	$48K	Buy	2,362 +1,137	+93%	+$24.1K	0.01%	205
2022 Q2	$27K	Hold	1,225	–	–	0.01%	232
2022 Q1	$28K	Buy	+1,225	New	+$27.1K	0.01%	240

Other funds holding HGER

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Hartford Financial Management's HGER Position: Q2 2023 in Review

Hartford Financial Management sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2023, closing a stake of 1,225 shares — an estimated $27.1K sold.

Hartford Financial Management first reported a position in HGER in Q1 2022 and held it in 5 quarters. The position peaked at $48K in Q3 2022. 21 funds tracked by Wall St. Rank hold HGER as of Q2 2023.

Hartford Financial Management reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q2 2023 after selling out during the quarter.
Hartford Financial Management sold 1,225 Harbor Commodity All-Weather Strategy ETF shares in Q2 2023, an estimated $27.1K.
Hartford Financial Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2022 and held it in 5 quarters.
Hartford Financial Management's Harbor Commodity All-Weather Strategy ETF position peaked at $48K in Q3 2022.
21 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2023.

Based on Hartford Financial Management's 13F filing for Q2 2023, filed 27 Jul 2023.