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Hershey Financial Advisers’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Hershey Financial Advisers’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
2026
Q2 		– Sell
-27,719
Closed -$860K – 97
2026
Q1 		$860K Buy
+27,719
New +$776K 0.74% 50

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Hershey Financial Advisers's HGER Position: Q2 2026 in Review

Hershey Financial Advisers sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026, closing a stake of 27,719 shares — an estimated $860K sold.

Hershey Financial Advisers first reported a position in HGER in Q1 2026 and held it in 1 quarter. The position peaked at $860K in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Hershey Financial Advisers reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 27,719 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $860K.
  • Hershey Financial Advisers first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Hershey Financial Advisers's Harbor Commodity All-Weather Strategy ETF position peaked at $860K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.