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

Axxcess 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
Q1 		– Sell
-8,345
Closed -$260K – 1005
2025
Q4 		$260K Buy
+8,345
New +$262K ﹤0.01% 895

Other funds holding WINN

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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
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
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Axxcess Wealth Management's WINN Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Harbor Long-Term Growers ETF (WINN) in Q1 2026, closing a stake of 8,345 shares — an estimated $260K sold.

Axxcess Wealth Management first reported a position in WINN in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Harbor Long-Term Growers ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,345 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $260K.
  • Axxcess Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Harbor Long-Term Growers ETF position peaked at $260K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.