Simon Quick Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Simon Quick 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	$1.6M	Buy	+45,448	New	+$1.53M	0.06%	167

Other funds holding HGER

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sowa Financial Group Lincoln, Rhode Island $229M AUM 25.83% 1-Year Est. Return

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

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Simon Quick Advisors's HGER Position: Q3 2026 in Review

Simon Quick Advisors opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 45,448 shares worth $1.6M. The stake represents 0.06% of the portfolio and ranks #167 among its holdings.

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

Simon Quick Advisors held 45,448 shares of Harbor Commodity All-Weather Strategy ETF worth $1.6M as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Simon Quick Advisors position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.06% of Simon Quick Advisors's portfolio in Q3 2026, its #167 holding.
84 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.