Proactive Wealth Strategies’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Proactive Wealth Strategies’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	$6.43M	Buy	219,119 +29,475	+16%	+$924K	1.03%	33
2026 Q1	$5.88M	Buy	189,644 +112,432	+146%	+$3.15M	1.11%	30
2025 Q4	$1.92M	Buy	77,212 +15,666	+25%	+$408K	0.76%	43
2025 Q3	$1.59M	Buy	61,546 +8,653	+16%	+$215K	0.68%	49
2025 Q2	$1.28M	Buy	+52,893	New	+$1.27M	0.61%	58

Other funds holding HGER

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Proactive Wealth Strategies's HGER Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 16% in Q2 2026, buying an estimated $924K and bringing the position to 219,119 shares worth $6.43M. The position accounts for 1.03% of the portfolio, ranked #33.

Proactive Wealth Strategies first reported a position in HGER in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Proactive Wealth Strategies held 219,119 shares of Harbor Commodity All-Weather Strategy ETF worth $6.43M as of Q2 2026.
Proactive Wealth Strategies bought 29,475 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $924K.
Harbor Commodity All-Weather Strategy ETF made up 1.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #33 holding.
Proactive Wealth Strategies first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.