Sax Wealth Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Sax Wealth Advisors’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	$3.14M	Buy	+89,191	New	+$3M	0.09%	147

Other funds holding HGER

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Sax Wealth Advisors's HGER Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 89,191 shares worth $3.14M. The stake represents 0.09% of the portfolio and ranks #147 among its holdings.

22 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Sax Wealth Advisors held 89,191 shares of Harbor Commodity All-Weather Strategy ETF worth $3.14M as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Sax Wealth Advisors position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q3 2026, its #147 holding.
22 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.