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 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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

IWA

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

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBL Wealth's HGER Position: Q2 2026 in Review

MBL Wealth increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 9% in Q2 2026, buying an estimated $671K and bringing the position to 259,747 shares worth $7.62M. The position accounts for 0.52% of the portfolio, ranked #40.

MBL Wealth first reported a position in HGER in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

MBL Wealth held 259,747 shares of Harbor Commodity All-Weather Strategy ETF worth $7.62M as of Q2 2026.
MBL Wealth bought 21,403 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $671K.
Harbor Commodity All-Weather Strategy ETF made up 0.52% of MBL Wealth's portfolio in Q2 2026, its #40 holding.
MBL Wealth first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.