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Palumbo Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Palumbo Wealth Management’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
2025
Q2 		– Sell
-10,531
Closed -$253K – 201
2025
Q1 		$253K Sell
10,531
-964
-8% -$22.4K 0.08% 149
2024
Q4 		$254K Buy
+11,495
New +$260K 0.1% 134

Other funds holding HGER

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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 $202M AUM 26.95% 1-Year Est. Return

Palumbo Wealth Management's HGER Position: Q2 2025 in Review

Palumbo Wealth Management sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q2 2025, closing a stake of 10,531 shares — an estimated $253K sold.

Palumbo Wealth Management first reported a position in HGER in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 88 funds tracked by Wall St. Rank hold HGER as of Q2 2025.

  • Palumbo Wealth Management reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 10,531 Harbor Commodity All-Weather Strategy ETF shares in Q2 2025, an estimated $253K.
  • Palumbo Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Palumbo Wealth Management's Harbor Commodity All-Weather Strategy ETF position peaked at $254K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2025.

Based on Palumbo Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.