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Prosperity Consulting Group’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Prosperity Consulting Group’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
Q1 		$471K Sell
15,194
-9,305
-38% -$260K 0.02% 362
2025
Q4 		$608K Buy
24,499
+10,337
+73% +$270K 0.03% 328
2025
Q3 		$365K Buy
+14,162
New +$353K 0.02% 384
2025
Q2 		– Sell
-10,613
Closed -$255K – 464
2025
Q1 		$255K Sell
10,613
-1,599
-13% -$37.2K 0.02% 390
2024
Q4 		$270K Sell
12,212
-2,373
-16% -$53.6K 0.02% 404
2024
Q3 		$330K Sell
14,585
-2,854
-16% -$63.2K 0.03% 362
2024
Q2 		$392K Buy
+17,439
New +$397K 0.05% 221

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return