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Northeast Planning Associates NH’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Northeast Planning Associates NH’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 		$685K Buy
24,731
+7,992
+48% +$251K 0.51% 33
2026
Q1 		$519K Buy
+16,739
New +$468K 0.35% 29

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
EA
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
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Northeast Planning Associates NH's HGER Position: Q2 2026 in Review

Northeast Planning Associates NH increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 48% in Q2 2026, buying an estimated $251K and bringing the position to 24,731 shares worth $685K. The position accounts for 0.51% of the portfolio, ranked #33.

Northeast Planning Associates NH first reported a position in HGER in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Northeast Planning Associates NH held 24,731 shares of Harbor Commodity All-Weather Strategy ETF worth $685K as of Q2 2026.
  • Northeast Planning Associates NH bought 7,992 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $251K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.51% of Northeast Planning Associates NH's portfolio in Q2 2026, its #33 holding.
  • Northeast Planning Associates NH first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.