Mowery & Schoenfeld Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Mowery & Schoenfeld Wealth Management’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 Q1	–	Sell	-101	Closed	-$2.51K	–	415
2025 Q4	$2.51K	Buy	+101	New	+$2.63K	﹤0.01%	389
2024 Q4	–	Sell	-104	Closed	-$2.35K	–	502
2024 Q3	$2.35K	Buy	+104	New	+$2.3K	﹤0.01%	213

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLA

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

3AM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HGER Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2026, closing a stake of 101 shares — an estimated $2.51K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HGER in Q3 2024 and held it in 2 quarters. The position peaked at $2.51K in Q4 2025. 201 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 101 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $2.51K.
Mowery & Schoenfeld Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q3 2024 and held it in 2 quarters.
Mowery & Schoenfeld Wealth Management's Harbor Commodity All-Weather Strategy ETF position peaked at $2.51K in Q4 2025.
201 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.