Pinnacle Wealth Planning Services’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	–	Sell	-1,121	Closed	-$27.8K	–	2793
2025 Q4	$27.8K	Buy	+1,121	New	+$29.2K	﹤0.01%	1561

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

GLA

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's HGER Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q1 2026, closing a stake of 1,121 shares — an estimated $27.8K sold.

Pinnacle Wealth Planning Services first reported a position in HGER in Q4 2025 and held it in 1 quarter. The position peaked at $27.8K in Q4 2025. 201 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

Pinnacle Wealth Planning Services reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 1,121 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $27.8K.
Pinnacle Wealth Planning Services first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Harbor Commodity All-Weather Strategy ETF position peaked at $27.8K in Q4 2025.
201 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.