Atria Investments’s Harbor Long-Term Growers ETF WINN Stock Holding History

Atria Investments’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
2025 Q2	–	Sell	-26,455	Closed	-$648K	–	2085
2025 Q1	$648K	Sell	26,455 -650	-2%	-$17.5K	0.01%	1214
2024 Q4	$738K	Sell	27,105 -27,730	-51%	-$743K	0.01%	1137
2024 Q3	$1.4M	Sell	54,835 -1,212	-2%	-$30.2K	0.02%	811
2024 Q2	$1.42M	Sell	56,047 -9,672	-15%	-$229K	0.02%	778
2024 Q1	$1.54M	Buy	65,719 +6,263	+11%	+$141K	0.02%	761
2023 Q4	$1.23M	Sell	59,456 -1,426	-2%	-$27.3K	0.02%	803
2023 Q3	$1.09M	Buy	60,882 +4,964	+9%	+$92K	0.02%	804
2023 Q2	$1.04M	Buy	+55,918	New	+$949K	0.02%	808

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Atria Investments's WINN Position: Q2 2025 in Review

Atria Investments sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2025, closing a stake of 26,455 shares — an estimated $648K sold.

Atria Investments first reported a position in WINN in Q2 2023 and held it in 8 quarters. The position peaked at $1.54M in Q1 2024. 93 funds tracked by Wall St. Rank hold WINN as of Q2 2025.

Atria Investments reported no remaining Harbor Long-Term Growers ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 26,455 Harbor Long-Term Growers ETF shares in Q2 2025, an estimated $648K.
Atria Investments first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and held it in 8 quarters.
Atria Investments's Harbor Long-Term Growers ETF position peaked at $1.54M in Q1 2024.
93 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.