IFP Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

IFP Advisors’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 Q2	$82.5K	Hold	2,541	–	–	﹤0.01%	2106
2026 Q1	$70.5K	Hold	2,541	–	–	﹤0.01%	2063
2025 Q4	$79K	Hold	2,541	–	–	﹤0.01%	1943
2025 Q3	$79.2K	Sell	2,541 -1	-0%	-$30	﹤0.01%	1831
2025 Q2	$74K	Hold	2,542	–	–	﹤0.01%	1828
2025 Q1	$62.3K	Hold	2,542	–	–	﹤0.01%	1783
2024 Q4	$69.2K	Hold	2,542	–	–	﹤0.01%	1665
2024 Q3	$65.1K	Hold	2,542	–	–	﹤0.01%	1606
2024 Q2	$64.3K	Hold	2,542	–	–	﹤0.01%	1558
2024 Q1	$59.7K	Hold	2,542	–	–	﹤0.01%	1507
2023 Q4	$52.5K	Sell	2,542 -1,087	-30%	-$20.8K	﹤0.01%	1527
2023 Q3	$64.7K	Hold	3,629	–	–	﹤0.01%	1451
2023 Q2	$67.3K	Hold	3,629	–	–	﹤0.01%	1484
2023 Q1	$67.2K	Hold	3,629	–	–	﹤0.01%	1432
2022 Q4	$67K	Buy	+3,629	New	+$51.4K	﹤0.01%	2026

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IFP Advisors's WINN Position: Q2 2026 in Review

IFP Advisors held its Harbor Long-Term Growers ETF (WINN) position steady in Q2 2026 at 2,541 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

IFP Advisors first reported a position in WINN in Q4 2022 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

IFP Advisors held 2,541 shares of Harbor Long-Term Growers ETF worth $82.5K as of Q2 2026.
IFP Advisors left its Harbor Long-Term Growers ETF share count unchanged in Q2 2026.
Harbor Long-Term Growers ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2106 holding.
IFP Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 15 quarters since.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.