Rose Capital Advisors LLC’s Harbor Long-Term Growers ETF WINN Stock Holding History

Rose Capital Advisors LLC’s Portfolio WINN Stock Details WINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.06M	Buy	+63,445	New	+$2.01M	1.03%	24

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rose Capital Advisors LLC's WINN Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Harbor Long-Term Growers ETF (WINN) in Q2 2026: 63,445 shares worth $2.06M. The stake represents 1.03% of the portfolio and ranks #24 among its holdings.

65 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Rose Capital Advisors LLC held 63,445 shares of Harbor Long-Term Growers ETF worth $2.06M as of Q2 2026.
Harbor Long-Term Growers ETF was a new Rose Capital Advisors LLC position in Q2 2026.
Harbor Long-Term Growers ETF made up 1.03% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #24 holding.
65 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.