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Jaffetilchin Investment Partners’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-18,665
Closed -$391K – 374
2023
Q4 		$391K Sell
18,665
-18,985
-50% -$426K 0.04% 248
2023
Q3 		$864K Buy
37,650
+19,950
+113% +$453K 0.1% 129
2023
Q2 		$377K Sell
17,700
-6,891
-28% -$149K 0.04% 242
2023
Q1 		$545K Buy
+24,591
New +$542K 0.06% 186

Other funds holding HGER

SF
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

Jaffetilchin Investment Partners's HGER Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2024, closing a stake of 18,665 shares — an estimated $391K sold.

Jaffetilchin Investment Partners first reported a position in HGER in Q1 2023 and held it in 4 quarters. The position peaked at $864K in Q3 2023. 29 funds tracked by Wall St. Rank hold HGER as of Q1 2024.

  • Jaffetilchin Investment Partners reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18,665 Harbor Commodity All-Weather Strategy ETF shares in Q1 2024, an estimated $391K.
  • Jaffetilchin Investment Partners first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2023 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Harbor Commodity All-Weather Strategy ETF position peaked at $864K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.