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

Inspirion Wealth 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 		$20.2M Buy
684,472
+21,351
+3% +$670K 2.31% 12
2026
Q1 		$20.6M Buy
663,121
+60,182
+10% +$1.68M 2.56% 11
2025
Q4 		$15M Buy
602,939
+158,852
+36% +$4.14M 1.83% 18
2025
Q3 		$10M Sell
444,087
-122,397
-22% -$3.05M 1.4% 16
2025
Q2 		$13.8M Buy
566,484
+18,686
+3% +$448K 1.82% 16
2025
Q1 		$13.2M Buy
547,798
+46,484
+9% +$1.08M 1.83% 15
2024
Q4 		$11.2M Buy
501,314
+57,227
+13% +$1.29M 1.56% 16
2024
Q3 		$10M Buy
444,087
+46,707
+12% +$1.03M 1.4% 16
2024
Q2 		$8.94M Buy
397,380
+37,683
+10% +$857K 1.37% 16
2024
Q1 		$7.97M Buy
359,697
+66,007
+22% +$1.4M 1.32% 16
2023
Q4 		$6.09M Buy
293,690
+7,578
+3% +$170K 1.1% 18
2023
Q3 		$6.57M Buy
286,112
+87,728
+44% +$1.99M 1.28% 17
2023
Q2 		$4.22M Buy
+198,384
New +$4.3M 0.81% 22

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Inspirion Wealth Advisors's HGER Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 3.2% in Q2 2026, buying an estimated $670K and bringing the position to 684,472 shares worth $20.2M. The position accounts for 2.31% of the portfolio, ranked #12.

Inspirion Wealth Advisors first reported a position in HGER in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.6M in Q1 2026. 99 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Inspirion Wealth Advisors held 684,472 shares of Harbor Commodity All-Weather Strategy ETF worth $20.2M as of Q2 2026.
  • Inspirion Wealth Advisors bought 21,351 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $670K.
  • Harbor Commodity All-Weather Strategy ETF made up 2.31% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Inspirion Wealth Advisors first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • Inspirion Wealth Advisors's Harbor Commodity All-Weather Strategy ETF position peaked at $20.6M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.