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IFP Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

IFP Advisors’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 		$2.82M Buy
96,115
+3,603
+4% +$113K 0.05% 394
2026
Q1 		$2.87M Buy
92,512
+29,939
+48% +$838K 0.06% 352
2025
Q4 		$1.55M Buy
62,573
+71
+0.1% +$1.85K 0.03% 490
2025
Q3 		$1.61M Sell
62,502
-5,255
-8% -$131K 0.04% 431
2025
Q2 		$1.65M Sell
67,757
-13,905
-17% -$333K 0.05% 408
2025
Q1 		$1.96M Sell
81,662
-1,966
-2% -$45.7K 0.06% 359
2024
Q4 		$1.85M Sell
83,628
-1,616
-2% -$36.5K 0.06% 347
2024
Q3 		$1.93M Sell
85,244
-24,175
-22% -$535K 0.07% 310
2024
Q2 		$2.46M Buy
109,419
+31,090
+40% +$707K 0.1% 222
2024
Q1 		$1.73M Buy
78,329
+5,668
+8% +$120K 0.08% 280
2023
Q4 		$1.52M Buy
72,661
+14,423
+25% +$324K 0.07% 297
2023
Q3 		$1.34M Buy
58,238
+5,923
+11% +$135K 0.06% 322
2023
Q2 		$1.11M Buy
52,315
+4,637
+10% +$100K 0.05% 399
2023
Q1 		$963K Sell
47,678
-44,884
-48% -$990K 0.04% 400
2022
Q4 		$1.86M Buy
92,562
+2,600
+3% +$55.8K 0.05% 397
2022
Q3 		$1.81M Buy
89,962
+15,933
+22% +$338K 0.05% 435
2022
Q2 		$1.49M Hold
74,029
– – 0.05% 447
2022
Q1 		$1.49M Buy
+74,029
New +$1.64M 0.05% 447

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

IFP Advisors's HGER Position: Q2 2026 in Review

IFP Advisors increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 3.9% in Q2 2026, buying an estimated $113K and bringing the position to 96,115 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #394.

IFP Advisors first reported a position in HGER in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.87M in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • IFP Advisors held 96,115 shares of Harbor Commodity All-Weather Strategy ETF worth $2.82M as of Q2 2026.
  • IFP Advisors bought 3,603 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $113K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #394 holding.
  • IFP Advisors first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's Harbor Commodity All-Weather Strategy ETF position peaked at $2.87M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.