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Ulland Investment Advisors’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Ulland Investment 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
2023
Q4 		– Sell
-2,650
Closed -$61K – 217
2023
Q3 		$61K Hold
2,650
– – 0.07% 94
2023
Q2 		$56K Buy
+2,650
New +$57.4K 0.06% 99

Other funds holding HGER

SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ulland Investment Advisors's HGER Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2023, closing a stake of 2,650 shares — an estimated $61K sold.

Ulland Investment Advisors first reported a position in HGER in Q2 2023 and held it in 2 quarters. The position peaked at $61K in Q3 2023. 31 funds tracked by Wall St. Rank hold HGER as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Harbor Commodity All-Weather Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 2,650 Harbor Commodity All-Weather Strategy ETF shares in Q4 2023, an estimated $61K.
  • Ulland Investment Advisors first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2023 and held it in 2 quarters.
  • Ulland Investment Advisors's Harbor Commodity All-Weather Strategy ETF position peaked at $61K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.