Avaii Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Avaii Wealth Management’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	$581K	Sell	17,894 -180	-1%	-$5.71K	0.17%	78
2026 Q1	$501K	Sell	18,074 -32	-0.2%	-$949	0.17%	70
2025 Q4	$563K	Sell	18,106 -824	-4%	-$25.8K	0.2%	64
2025 Q3	$590K	Buy	18,930 +124	+0.7%	+$3.73K	0.22%	60
2025 Q2	$548K	Sell	18,806 -6,971	-27%	-$182K	0.24%	56
2025 Q1	$632K	Buy	25,777 +3,336	+15%	+$89.7K	0.34%	41
2024 Q4	$611K	Buy	22,441 +4,452	+25%	+$119K	0.3%	48
2024 Q3	$461K	Buy	17,989 +5,275	+41%	+$131K	0.23%	59
2024 Q2	$322K	Buy	+12,714	New	+$301K	0.18%	102

Other funds holding WINN

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Avaii Wealth Management's WINN Position: Q2 2026 in Review

Avaii Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 1% in Q2 2026, selling an estimated $5.71K and leaving 17,894 shares worth $581K. The position accounts for 0.17% of the portfolio, ranked #78.

Avaii Wealth Management first reported a position in WINN in Q2 2024 and has held it in 9 quarters since. The position peaked at $632K in Q1 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Avaii Wealth Management held 17,894 shares of Harbor Long-Term Growers ETF worth $581K as of Q2 2026.
Avaii Wealth Management sold 180 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $5.71K.
Harbor Long-Term Growers ETF made up 0.17% of Avaii Wealth Management's portfolio in Q2 2026, its #78 holding.
Avaii Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and has held it in 9 quarters since.
Avaii Wealth Management's Harbor Long-Term Growers ETF position peaked at $632K in Q1 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.