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MassMutual Private Wealth & Trust’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$3.21M Buy
91,005
+29,380
+48% +$989K 0.08% 157
2026
Q2 		$1.81M Buy
+61,625
New +$1.93M 0.05% 203

Other funds holding HGER

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's HGER Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 48% in Q3 2026, buying an estimated $989K and bringing the position to 91,005 shares worth $3.21M. The position accounts for 0.08% of the portfolio, ranked #157.

MassMutual Private Wealth & Trust first reported a position in HGER in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

  • MassMutual Private Wealth & Trust held 91,005 shares of Harbor Commodity All-Weather Strategy ETF worth $3.21M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 29,380 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $989K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.08% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #157 holding.
  • MassMutual Private Wealth & Trust first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.