CAPTRUST Financial Advisors
WINN icon

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

CAPTRUST Financial 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 		– Sell
-26,560
Closed -$736K – 3406
2026
Q1 		$736K Buy
+26,560
New +$788K ﹤0.01% 1783

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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 $119M AUM
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CAPTRUST Financial Advisors's WINN Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 26,560 shares — an estimated $736K sold.

CAPTRUST Financial Advisors first reported a position in WINN in Q1 2026 and held it in 1 quarter. The position peaked at $736K in Q1 2026. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 26,560 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $736K.
  • CAPTRUST Financial Advisors first reported a position in Harbor Long-Term Growers ETF in Q1 2026 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Harbor Long-Term Growers ETF position peaked at $736K in Q1 2026.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.