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

PlanWiser Financial’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 		$3.06M Buy
104,199
+2,579
+3% +$80.9K 2.12% 23
2026
Q1 		$3.17M Sell
101,620
-35,001
-26% -$979K 2.3% 14
2025
Q4 		$3.62M Buy
136,621
+27,038
+25% +$705K 2.71% 11
2025
Q3 		$2.92M Sell
109,583
-5,496
-5% -$137K 2.32% 19
2025
Q2 		$2.85M Buy
115,079
+12,875
+13% +$308K 2.43% 16
2025
Q1 		$2.41M Buy
+102,204
New +$2.38M 2.18% 18

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

PlanWiser Financial's HGER Position: Q2 2026 in Review

PlanWiser Financial increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 2.5% in Q2 2026, buying an estimated $80.9K and bringing the position to 104,199 shares worth $3.06M. The position accounts for 2.12% of the portfolio, ranked #23.

PlanWiser Financial first reported a position in HGER in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

  • PlanWiser Financial held 104,199 shares of Harbor Commodity All-Weather Strategy ETF worth $3.06M as of Q2 2026.
  • PlanWiser Financial bought 2,579 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $80.9K.
  • Harbor Commodity All-Weather Strategy ETF made up 2.12% of PlanWiser Financial's portfolio in Q2 2026, its #23 holding.
  • PlanWiser Financial first reported a position in Harbor Commodity All-Weather Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • PlanWiser Financial's Harbor Commodity All-Weather Strategy ETF position peaked at $3.62M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.