Benjamin Edwards Inc’s Harbor Long-Term Growers ETF WINN Stock Holding History

Benjamin Edwards Inc’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	$2.78M	Buy	85,573 +689	+0.8%	+$21.9K	0.03%	478
2026 Q1	$2.35M	Buy	84,884 +5,660	+7%	+$168K	0.02%	495
2025 Q4	$2.46M	Sell	79,224 -3,306	-4%	-$104K	0.03%	446
2025 Q3	$2.57M	Sell	82,530 -2,242	-3%	-$67.4K	0.03%	441
2025 Q2	$2.47M	Sell	84,772 -698	-0.8%	-$18.3K	0.03%	415
2025 Q1	$2.09M	Buy	85,470 +5,072	+6%	+$136K	0.03%	402
2024 Q4	$2.19M	Sell	80,398 -1,724	-2%	-$46.2K	0.03%	420
2024 Q3	$2.1M	Buy	+82,122	New	+$2.04M	0.03%	425

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

Benjamin Edwards Inc's WINN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Harbor Long-Term Growers ETF (WINN) stake by 0.81% in Q2 2026, buying an estimated $21.9K and bringing the position to 85,573 shares worth $2.78M. The position accounts for 0.03% of the portfolio, ranked #478.

Benjamin Edwards Inc first reported a position in WINN in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Benjamin Edwards Inc held 85,573 shares of Harbor Long-Term Growers ETF worth $2.78M as of Q2 2026.
Benjamin Edwards Inc bought 689 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $21.9K.
Harbor Long-Term Growers ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #478 holding.
Benjamin Edwards Inc first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.