FMN
WINN icon

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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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