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Independent Advisor Alliance’s Harbor Long-Term Growers ETF WINN Stock Holding History

Independent Advisor Alliance’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 		– Sell
-48,472
Closed -$1.34M – 1631
2026
Q1 		$1.34M Buy
+48,472
New +$1.44M 0.01% 694
2025
Q1 		– Sell
-17,074
Closed -$465K – 1370
2024
Q4 		$465K Buy
+17,074
New +$458K 0.01% 984

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $119M AUM
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
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Independent Advisor Alliance's WINN Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 48,472 shares — an estimated $1.34M sold.

Independent Advisor Alliance first reported a position in WINN in Q4 2024 and held it in 2 quarters. The position peaked at $1.34M in Q1 2026. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 48,472 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $1.34M.
  • Independent Advisor Alliance first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Harbor Long-Term Growers ETF position peaked at $1.34M in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.