Thurston Springer Miller Herd & Titak’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Thurston Springer Miller Herd & Titak’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	$22.8K	Hold	777	–	–	0.01%	655
2026 Q1	$24.1K	Hold	777	–	–	0.01%	722
2025 Q4	$19.3K	Buy	+777	New	+$20.3K	0.01%	772

Other funds holding HGER

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return