PCS
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Private Client Services’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Private Client 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
Q3 		$12.6M Buy
358,070
+10,512
+3% +$354K 3.39% 3
2026
Q2 		$10.2M Buy
+347,558
New +$10.9M 2.67% 5

Other funds holding HGER

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Private Client Services's HGER Position: Q3 2026 in Review

Private Client Services increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 3% in Q3 2026, buying an estimated $354K and bringing the position to 358,070 shares worth $12.6M. The position accounts for 3.39% of the portfolio, ranked #3.

Private Client Services first reported a position in HGER in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

  • Private Client Services held 358,070 shares of Harbor Commodity All-Weather Strategy ETF worth $12.6M as of Q3 2026.
  • Private Client Services bought 10,512 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $354K.
  • Harbor Commodity All-Weather Strategy ETF made up 3.39% of Private Client Services's portfolio in Q3 2026, its #3 holding.
  • Private Client Services first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.