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 Q3	$660K	Sell	19,235 -8,742	-31%	-$291K	0.2%	56
2026 Q2	$908K	Buy	27,977 +15,515	+124%	+$492K	0.28%	47
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Bluesphere Advisors's WINN Position: Q3 2026 in Review

Bluesphere Advisors reduced its Harbor Long-Term Growers ETF (WINN) stake by 31% in Q3 2026, selling an estimated $291K and leaving 19,235 shares worth $660K. The position accounts for 0.2% of the portfolio, ranked #56.

Bluesphere Advisors first reported a position in WINN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q2 2024. 25 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

Bluesphere Advisors held 19,235 shares of Harbor Long-Term Growers ETF worth $660K as of Q3 2026.
Bluesphere Advisors sold 8,742 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $291K.
Harbor Long-Term Growers ETF made up 0.2% of Bluesphere Advisors's portfolio in Q3 2026, its #56 holding.
Bluesphere Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 11 quarters since.
Bluesphere Advisors's Harbor Long-Term Growers ETF position peaked at $1.33M in Q2 2024.
25 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.