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

Nvest Wealth Strategies’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 		$6.03M Buy
205,635
+7,640
+4% +$240K 3.77% 10
2026
Q1 		$6.14M Sell
197,995
-190
-0.1% -$5.32K 4.3% 8
2025
Q4 		$4.92M Buy
+198,185
New +$5.17M 3.61% 9

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 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 28.94% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Nvest Wealth Strategies's HGER Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 3.9% in Q2 2026, buying an estimated $240K and bringing the position to 205,635 shares worth $6.03M. The position accounts for 3.77% of the portfolio, ranked #10.

Nvest Wealth Strategies first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.14M in Q1 2026. 148 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • Nvest Wealth Strategies held 205,635 shares of Harbor Commodity All-Weather Strategy ETF worth $6.03M as of Q2 2026.
  • Nvest Wealth Strategies bought 7,640 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $240K.
  • Harbor Commodity All-Weather Strategy ETF made up 3.77% of Nvest Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Nvest Wealth Strategies first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Harbor Commodity All-Weather Strategy ETF position peaked at $6.14M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.