Bluesphere Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Bluesphere Advisors’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	$346K	Sell	12,462 -7,095	-36%	-$210K	0.12%	83
2025 Q4	$608K	Sell	19,557 -2,409	-11%	-$75.5K	0.27%	49
2025 Q3	$684K	Buy	21,966 +3,841	+21%	+$116K	0.31%	44
2025 Q2	$528K	Buy	+18,125	New	+$474K	0.26%	46
2025 Q1	–	Sell	-9,462	Closed	-$257K	–	114
2024 Q4	$257K	Sell	9,462 -7,132	-43%	-$191K	0.13%	89
2024 Q3	$425K	Sell	16,594 -36,121	-69%	-$899K	0.21%	62
2024 Q2	$1.33M	Buy	52,715 +18,747	+55%	+$444K	0.68%	24
2024 Q1	$797K	Buy	33,968 +22,154	+188%	+$497K	0.44%	34
2023 Q4	$244K	Buy	+11,814	New	+$226K	0.15%	73

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

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

Bluesphere Advisors's WINN Position: Q1 2026 in Review

Bluesphere Advisors reduced its Harbor Long-Term Growers ETF (WINN) stake by 36% in Q1 2026, selling an estimated $210K and leaving 12,462 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #83.

Bluesphere Advisors first reported a position in WINN in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.33M in Q2 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Bluesphere Advisors held 12,462 shares of Harbor Long-Term Growers ETF worth $346K as of Q1 2026.
Bluesphere Advisors sold 7,095 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $210K.
Harbor Long-Term Growers ETF made up 0.12% of Bluesphere Advisors's portfolio in Q1 2026, its #83 holding.
Bluesphere Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 9 quarters since.
Bluesphere Advisors's Harbor Long-Term Growers ETF position peaked at $1.33M in Q2 2024.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.