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

Planned 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 Q3	$6.41M	Buy	+181,764	New	+$6.12M	1.76%	14

Other funds holding HGER

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Planned Solutions's HGER Position: Q3 2026 in Review

Planned Solutions opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 181,764 shares worth $6.41M. The stake represents 1.76% of the portfolio and ranks #14 among its holdings.

53 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Planned Solutions held 181,764 shares of Harbor Commodity All-Weather Strategy ETF worth $6.41M as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Planned Solutions position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up 1.76% of Planned Solutions's portfolio in Q3 2026, its #14 holding.
53 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.