Proactive Wealth Strategies
HGER icon

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
Q3 		$8.7M Buy
246,849
+27,730
+13% +$933K 1.34% 19
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Horizon Advisory Services
Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Proactive Wealth Strategies's HGER Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 13% in Q3 2026, buying an estimated $933K and bringing the position to 246,849 shares worth $8.7M. The position accounts for 1.34% of the portfolio, ranked #19.

Proactive Wealth Strategies first reported a position in HGER in Q2 2025 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

  • Proactive Wealth Strategies held 246,849 shares of Harbor Commodity All-Weather Strategy ETF worth $8.7M as of Q3 2026.
  • Proactive Wealth Strategies bought 27,730 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $933K.
  • Harbor Commodity All-Weather Strategy ETF made up 1.34% of Proactive Wealth Strategies's portfolio in Q3 2026, its #19 holding.
  • Proactive Wealth Strategies first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.