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Integrated Wealth Concepts’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Integrated Wealth Concepts’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 		$893K Buy
30,449
+7,380
+32% +$231K 0.01% 1275
2026
Q1 		$715K Buy
+23,069
New +$646K 0.01% 1315
2025
Q4 		– Sell
-13,985
Closed -$361K – 1806
2025
Q3 		$361K Buy
+13,985
New +$348K ﹤0.01% 1529

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

Integrated Wealth Concepts's HGER Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 32% in Q2 2026, buying an estimated $231K and bringing the position to 30,449 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #1275.

Integrated Wealth Concepts first reported a position in HGER in Q3 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Integrated Wealth Concepts held 30,449 shares of Harbor Commodity All-Weather Strategy ETF worth $893K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,380 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $231K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1275 holding.
  • Integrated Wealth Concepts first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.