Financial Management Network’s Harbor Long-Term Growers ETF WINN Stock Holding History

Financial Management Network’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 Q3	$3.44M	Sell	99,229 -20	-0%	-$666	0.5%	44
2026 Q2	$3.22M	Sell	99,249 -29,898	-23%	-$948K	0.46%	48
2026 Q1	$3.78M	Sell	129,147 -34,983	-21%	-$1.04M	0.58%	42
2025 Q4	$5.09M	Buy	164,130 +5,841	+4%	+$183K	0.81%	37
2025 Q3	$4.98M	Buy	158,289 +3,490	+2%	+$105K	0.82%	32
2025 Q2	$4.54M	Buy	154,799 +11,744	+8%	+$307K	0.81%	29
2025 Q1	$3.14M	Buy	143,055 +7,366	+5%	+$198K	0.71%	36
2024 Q4	$3.75M	Buy	135,689 +2,707	+2%	+$72.6K	0.78%	31
2024 Q3	$3.41M	Buy	132,982 +2,485	+2%	+$61.8K	0.71%	33
2024 Q2	$3.4M	Buy	130,497 +45,082	+53%	+$1.07M	0.82%	25
2024 Q1	$1.96M	Buy	85,415 +21,503	+34%	+$483K	0.5%	44
2023 Q4	$1.29M	Buy	63,912 +26,612	+71%	+$510K	0.38%	49
2023 Q3	$668K	Buy	37,300 +13,860	+59%	+$257K	0.22%	68
2023 Q2	$435K	Buy	+23,440	New	+$398K	0.15%	97

Other funds holding WINN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Financial Management Network's WINN Position: Q3 2026 in Review

Financial Management Network reduced its Harbor Long-Term Growers ETF (WINN) stake by 0.02% in Q3 2026, selling an estimated $666 and leaving 99,229 shares worth $3.44M. The position accounts for 0.5% of the portfolio, ranked #44.

Financial Management Network first reported a position in WINN in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.09M in Q4 2025. 23 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

Financial Management Network held 99,229 shares of Harbor Long-Term Growers ETF worth $3.44M as of Q3 2026.
Financial Management Network sold 20 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $666.
Harbor Long-Term Growers ETF made up 0.5% of Financial Management Network's portfolio in Q3 2026, its #44 holding.
Financial Management Network first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and has held it in 14 quarters since.
Financial Management Network's Harbor Long-Term Growers ETF position peaked at $5.09M in Q4 2025.
23 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.