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Sagard Holdings Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$677K Sell
26,242
-121,220
-82% -$3.02M 3.39% 5
2025
Q2 		$3.58M Buy
+147,462
New +$3.53M 10.02% 2

Other funds holding HGER

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sagard Holdings Management's HGER Position: Q3 2025 in Review

Sagard Holdings Management reduced its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 82% in Q3 2025, selling an estimated $3.02M and leaving 26,242 shares worth $677K. The position accounts for 3.39% of the portfolio, ranked #5.

Sagard Holdings Management first reported a position in HGER in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.58M in Q2 2025. 113 funds tracked by Wall St. Rank hold HGER as of Q3 2025.

  • Sagard Holdings Management held 26,242 shares of Harbor Commodity All-Weather Strategy ETF worth $677K as of Q3 2025.
  • Sagard Holdings Management sold 121,220 Harbor Commodity All-Weather Strategy ETF shares in Q3 2025, an estimated $3.02M.
  • Harbor Commodity All-Weather Strategy ETF made up 3.39% of Sagard Holdings Management's portfolio in Q3 2025, its #5 holding.
  • Sagard Holdings Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Harbor Commodity All-Weather Strategy ETF position peaked at $3.58M in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.