Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Cambridge Investment Research 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
Q2 		$5.36M Buy
164,963
+5,423
+3% +$172K 0.01% 1005
2026
Q1 		$4.42M Buy
159,540
+59,691
+60% +$1.77M 0.01% 1032
2025
Q4 		$3.11M Sell
99,849
-6,948
-7% -$218K 0.01% 1191
2025
Q3 		$3.33M Buy
106,797
+10,235
+11% +$308K 0.01% 1145
2025
Q2 		$2.81M Sell
96,562
-1,544
-2% -$40.4K 0.01% 1187
2025
Q1 		$2.4M Sell
98,106
-20,673
-17% -$556K 0.01% 1228
2024
Q4 		$3.23M Buy
118,779
+30,714
+35% +$823K 0.01% 1047
2024
Q3 		$2.25M Buy
88,065
+36,943
+72% +$919K 0.01% 1263
2024
Q2 		$1.29M Sell
51,122
-9,021
-15% -$214K ﹤0.01% 1593
2024
Q1 		$1.41M Buy
60,143
+27,420
+84% +$615K 0.01% 1492
2023
Q4 		$676K Buy
32,723
+7,542
+30% +$144K ﹤0.01% 1946
2023
Q3 		$449K Buy
25,181
+13,725
+120% +$254K ﹤0.01% 2173
2023
Q2 		$212K Buy
+11,456
New +$195K ﹤0.01% 2827

Other funds holding WINN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors's WINN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Harbor Long-Term Growers ETF (WINN) stake by 3.4% in Q2 2026, buying an estimated $172K and bringing the position to 164,963 shares worth $5.36M. The position accounts for 0.01% of the portfolio, ranked #1005.

Cambridge Investment Research Advisors first reported a position in WINN in Q2 2023 and has held it in 13 quarters since. 44 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Cambridge Investment Research Advisors held 164,963 shares of Harbor Long-Term Growers ETF worth $5.36M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,423 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $172K.
  • Harbor Long-Term Growers ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1005 holding.
  • Cambridge Investment Research Advisors first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and has held it in 13 quarters since.
  • 44 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.