Commonwealth Equity Services
WINN icon

Commonwealth Equity Services’s Harbor Long-Term Growers ETF WINN Stock Holding History

Commonwealth Equity Services’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 		$32.6M Sell
1,175,843
-74,974
-6% -$2.22M 0.05% 401
2025
Q4 		$38.9M Buy
1,250,817
+11,487
+0.9% +$360K 0.05% 350
2025
Q3 		$38.6M Buy
1,239,330
+41,083
+3% +$1.24M 0.05% 354
2025
Q2 		$34.9M Buy
1,198,247
+294,829
+33% +$7.72M 0.05% 390
2025
Q1 		$22.1M Buy
903,418
+115,676
+15% +$3.11M 0.03% 522
2024
Q4 		$21.4M Buy
787,742
+165,185
+27% +$4.43M 0.03% 508
2024
Q3 		$15.9M Sell
622,557
-38,523
-6% -$959K 0.02% 615
2024
Q2 		$16.7M Buy
661,080
+121,974
+23% +$2.89M 0.03% 579
2024
Q1 		$12.7M Buy
539,106
+204,680
+61% +$4.59M 0.02% 680
2023
Q4 		$6.91M Buy
334,426
+65,665
+24% +$1.26M 0.01% 915
2023
Q3 		$4.79M Buy
268,761
+29,314
+12% +$543K 0.01% 1055
2023
Q2 		$4.44M Buy
239,447
+56,578
+31% +$961K 0.01% 1107
2023
Q1 		$2.95K Buy
182,869
+24,795
+16% +$371K 0.01% 1303
2022
Q4 		$2.14M Sell
158,074
-34,376
-18% -$487K 0.01% 1450
2022
Q3 		$2.67M Buy
192,450
+11,796
+7% +$182K 0.01% 1243
2022
Q2 		$2.55M Buy
180,654
+125,704
+229% +$1.99M 0.01% 1274
2022
Q1 		$1.05M Buy
+54,950
New +$1M ﹤0.01% 1959

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $105M AUM
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services's WINN Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Harbor Long-Term Growers ETF (WINN) stake by 6% in Q1 2026, selling an estimated $2.22M and leaving 1,175,843 shares worth $32.6M. The position accounts for 0.05% of the portfolio, ranked #401.

Commonwealth Equity Services first reported a position in WINN in Q1 2022 and has held it in 17 quarters since. The position peaked at $38.9M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Commonwealth Equity Services held 1,175,843 shares of Harbor Long-Term Growers ETF worth $32.6M as of Q1 2026.
  • Commonwealth Equity Services sold 74,974 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $2.22M.
  • Harbor Long-Term Growers ETF made up 0.05% of Commonwealth Equity Services's portfolio in Q1 2026, its #401 holding.
  • Commonwealth Equity Services first reported a position in Harbor Long-Term Growers ETF in Q1 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Harbor Long-Term Growers ETF position peaked at $38.9M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.