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

MBL 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
2026 Q3	$9.6M	Buy	271,212 +11,465	+4%	+$386K	0.57%	30
2026 Q2	$7.62M	Buy	259,747 +21,403	+9%	+$671K	0.52%	40
2026 Q1	$7.39M	Buy	238,344 +25,833	+12%	+$723K	0.56%	36
2025 Q4	$5.27M	Buy	212,511 +22,054	+12%	+$575K	0.42%	52
2025 Q3	$4.91M	Buy	190,457 +46,933	+33%	+$1.17M	0.43%	52
2025 Q2	$3.49M	Buy	143,524 +34,585	+32%	+$828K	0.33%	58
2025 Q1	$2.62M	Buy	108,939 +35,760	+49%	+$832K	0.26%	63
2024 Q4	$1.62M	Buy	+73,179	New	+$1.65M	0.16%	76

Other funds holding HGER

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

MBL Wealth's HGER Position: Q3 2026 in Review

MBL Wealth increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 4.4% in Q3 2026, buying an estimated $386K and bringing the position to 271,212 shares worth $9.6M. The position accounts for 0.57% of the portfolio, ranked #30.

MBL Wealth first reported a position in HGER in Q4 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

MBL Wealth held 271,212 shares of Harbor Commodity All-Weather Strategy ETF worth $9.6M as of Q3 2026.
MBL Wealth bought 11,465 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $386K.
Harbor Commodity All-Weather Strategy ETF made up 0.57% of MBL Wealth's portfolio in Q3 2026, its #30 holding.
MBL Wealth first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2024 and has held it in 8 quarters since.
273 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.