Wealth Enhancement Advisory Services’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Wealth Enhancement Advisory 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 Q3	$6.96M	Buy	192,147 +46,772	+32%	+$1.57M	0.01%	904
2026 Q2	$4.44M	Sell	145,375 -442	-0.3%	-$13.9K	0.01%	1084
2026 Q1	$4.56M	Sell	145,817 -24,455	-14%	-$684K	0.01%	935
2025 Q4	$4.29M	Buy	170,272 +157,481	+1,231%	+$4.11M	0.01%	1091
2025 Q3	$333K	Buy	+12,791	New	+$318K	﹤0.01%	2689
2025 Q2	–	Sell	-10,271	Closed	-$247K	–	3427
2025 Q1	$247K	Hold	10,271	–	–	﹤0.01%	2587
2024 Q4	$227K	Hold	10,271	–	–	﹤0.01%	2605
2024 Q3	$232K	Sell	10,271 -104	-1%	-$2.3K	﹤0.01%	2356
2024 Q2	$233K	Buy	+10,375	New	+$236K	﹤0.01%	2176

Other funds holding HGER

IWA

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

PCS

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

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

CFG

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

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's HGER Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 32% in Q3 2026, buying an estimated $1.57M and bringing the position to 192,147 shares worth $6.96M. The position accounts for 0.01% of the portfolio, ranked #904.

Wealth Enhancement Advisory Services first reported a position in HGER in Q2 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold HGER as of Q3 2026.

Wealth Enhancement Advisory Services held 192,147 shares of Harbor Commodity All-Weather Strategy ETF worth $6.96M as of Q3 2026.
Wealth Enhancement Advisory Services bought 46,772 Harbor Commodity All-Weather Strategy ETF shares in Q3 2026, an estimated $1.57M.
Harbor Commodity All-Weather Strategy ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #904 holding.
Wealth Enhancement Advisory Services first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2024 and has held it in 9 quarters since.
22 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.