HGER
Harbor Commodity All-Weather Strategy ETF (HGER) · Financial Services
Harbor Commodity All-Weather Strategy ETF (HGER) · Financial Services
HGER attempts to diversify efficiently across commodities to target the most sensitive to US-CPI. Selection begins with the 24 most liquid commodity futures, scored for economic significance and quality, considering open interest, holding and trading costs, and inflation sensitivity. The index holds at least 15 commodity futures with weights ranging 2-20%, except gold which can have up to 40% weight. A proprietary scarcity debasement indicator determines the type of inflationary environment, to which the allocation to gold is adjusted accordingly. The index is reconstituted and rebalanced quarterly. Index calculation is based on total return, which includes the futures returns plus returns from managing the funds cash collateral. The fund invests using excess return swaps through a wholly owned Cayman Islands subsidiary, avoiding K-1 tax forms. Before March 6, 2023, the fund traded as the Harbor All-Weather Inflation Focus ETF and tracked the Harbor Inflation Index.
Financial Services
Asset Management
2022-02-10
0.74

Stratos Wealth Partners LTD. lifted its stake in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) by 2,534.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 281,855 shares of the company's stock after purchasing an additional 271,155 shares during the quarter.

Sheets Smith Wealth Management lifted its position in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) by 156.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,516 shares of the company's stock after purchasing an

The stock-bond correlation that defined portfolio construction for four decades has quietly broken down.

Ellsworth Advisors LLC increased its position in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) by 22.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 525,330 shares of the company's stock after acquiring an additional 96,237 shares during the period. Harbor

Econ Financial Services Corp purchased a new position in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 136,017 shares of the company's stock, valued at approximately $3,376,000.

The Schwab US Dividend Equity ETF (NYSEARCA:SCHD ) is performing well again, but the rationale for not holding all your eggs in one basket still rings true.
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