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

World 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
2026
Q1 		$1.99M Buy
64,069
+8,242
+15% +$231K 0.03% 489
2025
Q4 		$1.39M Buy
55,827
+15,212
+37% +$397K 0.02% 577
2025
Q3 		$1.05M Hold
40,615
– – 0.02% 551
2025
Q2 		$987K Buy
40,615
+2,989
+8% +$71.6K 0.02% 526
2025
Q1 		$905K Buy
37,626
+721
+2% +$16.8K 0.02% 536
2024
Q4 		$817K Sell
36,905
-940
-2% -$21.2K 0.02% 528
2024
Q3 		$855K Sell
37,845
-23,584
-38% -$522K 0.03% 462
2024
Q2 		$1.38M Sell
61,429
-3,962
-6% -$90.1K 0.09% 213
2024
Q1 		$1.45M Buy
+65,391
New +$1.38M 0.21% 103

Other funds holding HGER

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return