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IAG Wealth Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

IAG Wealth Partners’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 		$20.1K Buy
724
+119
+20% +$3.53K ﹤0.01% 303
2025
Q4 		$18.8K Sell
605
-95
-14% -$2.98K ﹤0.01% 297
2025
Q3 		$21.8K Hold
700
– – ﹤0.01% 296
2025
Q2 		$20.4K Hold
700
– – ﹤0.01% 282
2025
Q1 		$17.1K Buy
+700
New +$18.8K ﹤0.01% 283

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

IAG Wealth Partners's WINN Position: Q1 2026 in Review

IAG Wealth Partners increased its Harbor Long-Term Growers ETF (WINN) stake by 20% in Q1 2026, buying an estimated $3.53K and bringing the position to 724 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

IAG Wealth Partners first reported a position in WINN in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.8K in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • IAG Wealth Partners held 724 shares of Harbor Long-Term Growers ETF worth $20.1K as of Q1 2026.
  • IAG Wealth Partners bought 119 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $3.53K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #303 holding.
  • IAG Wealth Partners first reported a position in Harbor Long-Term Growers ETF in Q1 2025 and has held it in 5 quarters since.
  • IAG Wealth Partners's Harbor Long-Term Growers ETF position peaked at $21.8K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.