Opus Financial Solutions’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Opus Financial Solutions’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	$1.86M	Buy	63,504 +7,498	+13%	+$235K	1.5%	19
2026 Q1	$1.74M	Buy	56,006 +28,919	+107%	+$809K	1.64%	15
2025 Q4	$672K	Buy	+27,087	New	+$706K	0.63%	40

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

3AM

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

GLA

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 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

Opus Financial Solutions's HGER Position: Q2 2026 in Review

Opus Financial Solutions increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 13% in Q2 2026, buying an estimated $235K and bringing the position to 63,504 shares worth $1.86M. The position accounts for 1.5% of the portfolio, ranked #19.

Opus Financial Solutions first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Opus Financial Solutions held 63,504 shares of Harbor Commodity All-Weather Strategy ETF worth $1.86M as of Q2 2026.
Opus Financial Solutions bought 7,498 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $235K.
Harbor Commodity All-Weather Strategy ETF made up 1.5% of Opus Financial Solutions's portfolio in Q2 2026, its #19 holding.
Opus Financial Solutions first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.