Carson Wealth (CWM LLC)’s Harbor Long-Term Growers ETF WINN Stock Holding History

Carson Wealth (CWM LLC)’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	$22.2K	Buy	+801	New	+$23.8K	﹤0.01%	4341

Other funds holding WINN

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $119M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WINN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Harbor Long-Term Growers ETF (WINN) in Q1 2026: 801 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #4341 among its holdings.

106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Carson Wealth (CWM LLC) held 801 shares of Harbor Long-Term Growers ETF worth $22.2K as of Q1 2026.
Harbor Long-Term Growers ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Harbor Long-Term Growers ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4341 holding.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.