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Orion Portfolio Solutions’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Orion Portfolio 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
2024
Q4 		– Sell
-114,522
Closed -$2.59M – 1863
2024
Q3 		$2.59M Buy
114,522
+16,180
+16% +$358K 0.03% 563
2024
Q2 		$2.21M Buy
+98,342
New +$2.24M 0.02% 605

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $351M AUM 22.19% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Orion Portfolio Solutions's HGER Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2024, closing a stake of 114,522 shares — an estimated $2.59M sold.

Orion Portfolio Solutions first reported a position in HGER in Q2 2024 and held it in 2 quarters. The position peaked at $2.59M in Q3 2024. 71 funds tracked by Wall St. Rank hold HGER as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 114,522 Harbor Commodity All-Weather Strategy ETF shares in Q4 2024, an estimated $2.59M.
  • Orion Portfolio Solutions first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Harbor Commodity All-Weather Strategy ETF position peaked at $2.59M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.