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

Upper Left 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 Q3	$240K	Buy	+6,800	New	+$229K	0.12%	64

Other funds holding HGER

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

CWA

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

PCS

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

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

Upper Left Wealth Management's HGER Position: Q3 2026 in Review

Upper Left Wealth Management opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q3 2026: 6,800 shares worth $240K. The stake represents 0.12% of the portfolio and ranks #64 among its holdings.

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

Upper Left Wealth Management held 6,800 shares of Harbor Commodity All-Weather Strategy ETF worth $240K as of Q3 2026.
Harbor Commodity All-Weather Strategy ETF was a new Upper Left Wealth Management position in Q3 2026.
Harbor Commodity All-Weather Strategy ETF made up 0.12% of Upper Left Wealth Management's portfolio in Q3 2026, its #64 holding.
57 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.