NWAM LLC’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

NWAM LLC’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	$611K	Buy	+20,832	New	+$653K	0.03%	407

Other funds holding HGER

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

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

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

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

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Nvest Wealth Strategies Powell, Ohio $160M AUM

NWAM LLC's HGER Position: Q2 2026 in Review

NWAM LLC opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2026: 20,832 shares worth $611K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings.

61 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

NWAM LLC held 20,832 shares of Harbor Commodity All-Weather Strategy ETF worth $611K as of Q2 2026.
Harbor Commodity All-Weather Strategy ETF was a new NWAM LLC position in Q2 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #407 holding.
61 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.