HGERS
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Householder Group Estate & Retirement Specialist’s Harbor Long-Term Growers ETF WINN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-850
Closed -$21K – 1235
2024
Q3 		$21K Hold
850
– – 0.01% 678
2024
Q2 		$21K Buy
850
+600
+240% +$14.2K 0.01% 675
2024
Q1 		$5.87K Buy
+250
New +$5.61K ﹤0.01% 911

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WINN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Harbor Long-Term Growers ETF (WINN) in Q4 2024, closing a stake of 850 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in WINN in Q1 2024 and held it in 3 quarters. The position peaked at $21K in Q3 2024. 85 funds tracked by Wall St. Rank hold WINN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Harbor Long-Term Growers ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 850 Harbor Long-Term Growers ETF shares in Q4 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Harbor Long-Term Growers ETF position peaked at $21K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.