Sheets Smith Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Sheets Smith Wealth 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
2026 Q2	$765K	Hold	26,066	–	–	0.08%	237
2026 Q1	$808K	Sell	26,066 -450	-2%	-$12.6K	0.09%	219
2025 Q4	$658K	Buy	26,516 +16,186	+157%	+$422K	0.07%	240
2025 Q3	$267K	Hold	10,330	–	–	0.03%	367
2025 Q2	$251K	Buy	+10,330	New	+$247K	0.03%	363

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Sheets Smith Wealth Management's HGER Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Harbor Commodity All-Weather Strategy ETF (HGER) position steady in Q2 2026 at 26,066 shares worth $765K. The position accounts for 0.08% of the portfolio, ranked #237.

Sheets Smith Wealth Management first reported a position in HGER in Q2 2025 and has held it in 5 quarters since. The position peaked at $808K in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Sheets Smith Wealth Management held 26,066 shares of Harbor Commodity All-Weather Strategy ETF worth $765K as of Q2 2026.
Sheets Smith Wealth Management left its Harbor Commodity All-Weather Strategy ETF share count unchanged in Q2 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #237 holding.
Sheets Smith Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Sheets Smith Wealth Management's Harbor Commodity All-Weather Strategy ETF position peaked at $808K in Q1 2026.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.