BEI
WINN icon

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
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

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