First Heartland Consultants’s Harbor Long-Term Growers ETF WINN Stock Holding History

First Heartland Consultants’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
2025 Q3	–	Sell	-10,664	Closed	-$311K	–	544
2025 Q2	$311K	Sell	10,664 -2,576	-19%	-$67.4K	0.03%	376
2025 Q1	$324K	Sell	13,240 -110	-0.8%	-$2.96K	0.03%	331
2024 Q4	$363K	Sell	13,350 -2,874	-18%	-$77K	0.04%	303
2024 Q3	$415K	Sell	16,224 -2,126	-12%	-$52.9K	0.04%	276
2024 Q2	$464	Buy	18,350 +1,709	+10%	+$40.5K	0.03%	273
2024 Q1	$391K	Buy	16,641 +868	+6%	+$19.5K	0.04%	285
2023 Q4	$326K	Buy	15,773 +2,010	+15%	+$38.5K	0.04%	276
2023 Q3	$246K	Buy	13,763 +3,274	+31%	+$60.7K	0.03%	327
2023 Q2	$194K	Buy	+10,489	New	+$178K	0.03%	365

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LCM

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

First Heartland Consultants's WINN Position: Q3 2025 in Review

First Heartland Consultants sold out of Harbor Long-Term Growers ETF (WINN) in Q3 2025, closing a stake of 10,664 shares — an estimated $311K sold.

First Heartland Consultants first reported a position in WINN in Q2 2023 and held it in 9 quarters. The position peaked at $415K in Q3 2024. 99 funds tracked by Wall St. Rank hold WINN as of Q3 2025.

First Heartland Consultants reported no remaining Harbor Long-Term Growers ETF position as of Q3 2025 after selling out during the quarter.
First Heartland Consultants sold 10,664 Harbor Long-Term Growers ETF shares in Q3 2025, an estimated $311K.
First Heartland Consultants first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and held it in 9 quarters.
First Heartland Consultants's Harbor Long-Term Growers ETF position peaked at $415K in Q3 2024.
99 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.