SWM
HGER icon

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

SHP 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
Q1 		$1.75M Buy
56,501
+25,625
+83% +$717K 0.13% 56
2025
Q4 		$766K Buy
+30,876
New +$805K 0.06% 102

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.56T AUM 27.86% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return

SHP Wealth Management's HGER Position: Q1 2026 in Review

SHP Wealth Management increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 83% in Q1 2026, buying an estimated $717K and bringing the position to 56,501 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #56.

SHP Wealth Management first reported a position in HGER in Q4 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold HGER as of Q1 2026.

  • SHP Wealth Management held 56,501 shares of Harbor Commodity All-Weather Strategy ETF worth $1.75M as of Q1 2026.
  • SHP Wealth Management bought 25,625 Harbor Commodity All-Weather Strategy ETF shares in Q1 2026, an estimated $717K.
  • Harbor Commodity All-Weather Strategy ETF made up 0.13% of SHP Wealth Management's portfolio in Q1 2026, its #56 holding.
  • SHP Wealth Management first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.