Avantax Advisory Services’s Harbor Long-Term Growers ETF WINN Stock Holding History

Avantax Advisory Services’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	$5.4M	Buy	185,402 +11,335	+7%	+$297K	0.03%	428
2025 Q1	$4.26M	Buy	174,067 +5,178	+3%	+$139K	0.03%	467
2024 Q4	$4.6M	Buy	168,889 +319	+0.2%	+$8.55K	0.03%	424
2024 Q3	$4.32M	Buy	168,570 +5,236	+3%	+$130K	0.03%	426
2024 Q2	$4.13M	Buy	163,334 +2,972	+2%	+$70.4K	0.03%	426
2024 Q1	$3.76M	Buy	160,362 +16,977	+12%	+$381K	0.03%	375
2023 Q4	$2.96M	Buy	143,385 +9,911	+7%	+$190K	0.03%	406
2023 Q3	$2.38M	Buy	133,474 +11,895	+10%	+$220K	0.03%	416
2023 Q2	$2.25M	Buy	121,579 +28,758	+31%	+$488K	0.03%	421
2023 Q1	$1.5M	Buy	92,821 +12,560	+16%	+$188K	0.02%	528
2022 Q4	$1.09M	Buy	+80,261	New	+$1.14M	0.01%	618

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

Avantax Advisory Services's WINN Position: Q2 2025 in Review

Avantax Advisory Services increased its Harbor Long-Term Growers ETF (WINN) stake by 6.5% in Q2 2025, buying an estimated $297K and bringing the position to 185,402 shares worth $5.4M. The position accounts for 0.03% of the portfolio, ranked #428.

Avantax Advisory Services first reported a position in WINN in Q4 2022 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold WINN as of Q2 2025.

Avantax Advisory Services held 185,402 shares of Harbor Long-Term Growers ETF worth $5.4M as of Q2 2025.
Avantax Advisory Services bought 11,335 Harbor Long-Term Growers ETF shares in Q2 2025, an estimated $297K.
Harbor Long-Term Growers ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #428 holding.
Avantax Advisory Services first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 11 quarters since.
93 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.