IA
WINN icon

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
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

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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