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Independent Advisor Alliance’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-14,439
Closed -$326K – 1358
2024
Q3 		$326K Buy
14,439
+1,240
+9% +$27.4K 0.01% 543
2024
Q2 		$297K Buy
13,199
+497
+4% +$11.3K 0.01% 571
2024
Q1 		$281K Buy
12,702
+334
+3% +$7.07K 0.01% 586
2023
Q4 		$259K Buy
12,368
+3,492
+39% +$78.3K 0.01% 584
2023
Q3 		$204K Buy
+8,876
New +$202K 0.01% 606

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $351M AUM 22.19% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Independent Advisor Alliance's HGER Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2024, closing a stake of 14,439 shares — an estimated $326K sold.

Independent Advisor Alliance first reported a position in HGER in Q3 2023 and held it in 5 quarters. The position peaked at $326K in Q3 2024. 71 funds tracked by Wall St. Rank hold HGER as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,439 Harbor Commodity All-Weather Strategy ETF shares in Q4 2024, an estimated $326K.
  • Independent Advisor Alliance first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2023 and held it in 5 quarters.
  • Independent Advisor Alliance's Harbor Commodity All-Weather Strategy ETF position peaked at $326K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.