Independent Wealth Network’s Harbor Long-Term Growers ETF WINN Stock Holding History

Independent Wealth Network’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	$818K	Sell	25,194 -1,720	-6%	-$54.5K	0.21%	128
2026 Q1	$746K	Sell	26,914 -5,774	-18%	-$171K	0.22%	120
2025 Q4	$1.02M	Buy	32,688 +2,785	+9%	+$87.3K	0.31%	82
2025 Q3	$932K	Buy	29,903 +6,611	+28%	+$199K	0.3%	86
2025 Q2	$678K	Buy	23,292 +3,935	+20%	+$103K	0.25%	99
2025 Q1	$474K	Buy	19,357 +11,724	+154%	+$315K	0.19%	135
2024 Q4	$208K	Buy	+7,633	New	+$205K	0.08%	225

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

Independent Wealth Network's WINN Position: Q2 2026 in Review

Independent Wealth Network reduced its Harbor Long-Term Growers ETF (WINN) stake by 6.4% in Q2 2026, selling an estimated $54.5K and leaving 25,194 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #128.

Independent Wealth Network first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Independent Wealth Network held 25,194 shares of Harbor Long-Term Growers ETF worth $818K as of Q2 2026.
Independent Wealth Network sold 1,720 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $54.5K.
Harbor Long-Term Growers ETF made up 0.21% of Independent Wealth Network's portfolio in Q2 2026, its #128 holding.
Independent Wealth Network first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
Independent Wealth Network's Harbor Long-Term Growers ETF position peaked at $1.02M in Q4 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.