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

IronOak Wealth’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
2025 Q2	$1.5M	Buy	+61,616	New	+$1.48M	1.45%	30

Other funds holding HGER

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

IronOak Wealth's HGER Position: Q2 2025 in Review

IronOak Wealth opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2025: 61,616 shares worth $1.5M. The stake represents 1.45% of the portfolio and ranks #30 among its holdings.

88 funds tracked by Wall St. Rank hold HGER as of Q2 2025.

IronOak Wealth held 61,616 shares of Harbor Commodity All-Weather Strategy ETF worth $1.5M as of Q2 2025.
Harbor Commodity All-Weather Strategy ETF was a new IronOak Wealth position in Q2 2025.
Harbor Commodity All-Weather Strategy ETF made up 1.45% of IronOak Wealth's portfolio in Q2 2025, its #30 holding.
88 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.