Sunrise Financial Services’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Sunrise Financial Services’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	$9.65M	Buy	328,814 +17,368	+6%	+$545K	5.73%	4
2026 Q1	$9.66M	Buy	311,446 +121,341	+64%	+$3.4M	6.85%	3
2025 Q4	$4.72M	Buy	+190,105	New	+$4.96M	3.56%	11

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

Sunrise Financial Services's HGER Position: Q2 2026 in Review

Sunrise Financial Services increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 5.6% in Q2 2026, buying an estimated $545K and bringing the position to 328,814 shares worth $9.65M. The position accounts for 5.73% of the portfolio, ranked #4.

Sunrise Financial Services first reported a position in HGER in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.66M in Q1 2026. 233 funds tracked by Wall St. Rank hold HGER as of Q2 2026.

Sunrise Financial Services held 328,814 shares of Harbor Commodity All-Weather Strategy ETF worth $9.65M as of Q2 2026.
Sunrise Financial Services bought 17,368 Harbor Commodity All-Weather Strategy ETF shares in Q2 2026, an estimated $545K.
Harbor Commodity All-Weather Strategy ETF made up 5.73% of Sunrise Financial Services's portfolio in Q2 2026, its #4 holding.
Sunrise Financial Services first reported a position in Harbor Commodity All-Weather Strategy ETF in Q4 2025 and has held it in 3 quarters since.
Sunrise Financial Services's Harbor Commodity All-Weather Strategy ETF position peaked at $9.66M in Q1 2026.
233 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.