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 Q2	$33.7M	Sell	1,038,915 -136,928	-12%	-$4.34M	0.04%	411
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	$2.95M	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

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

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 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

TCM

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

LCM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Commonwealth Equity Services's WINN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Harbor Long-Term Growers ETF (WINN) stake by 12% in Q2 2026, selling an estimated $4.34M and leaving 1,038,915 shares worth $33.7M. The position accounts for 0.04% of the portfolio, ranked #411.

Commonwealth Equity Services first reported a position in WINN in Q1 2022 and has held it in 18 quarters since. The position peaked at $38.9M in Q4 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Commonwealth Equity Services held 1,038,915 shares of Harbor Long-Term Growers ETF worth $33.7M as of Q2 2026.
Commonwealth Equity Services sold 136,928 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $4.34M.
Harbor Long-Term Growers ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #411 holding.
Commonwealth Equity Services first reported a position in Harbor Long-Term Growers ETF in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's Harbor Long-Term Growers ETF position peaked at $38.9M in Q4 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.