Investmark Advisory Group’s Harbor Long-Term Growers ETF WINN Stock Holding History

Investmark Advisory Group’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	$264K	Hold	9,529	–	–	0.11%	116
2025 Q4	$296K	Hold	9,529	–	–	0.13%	108
2025 Q3	$297K	Hold	9,529	–	–	0.13%	107
2025 Q2	$278K	Hold	9,529	–	–	0.13%	107
2025 Q1	$233K	Hold	9,529	–	–	0.12%	112
2024 Q4	$259K	Hold	9,529	–	–	0.13%	103
2024 Q3	$244K	Buy	9,529 +1,224	+15%	+$30.5K	0.12%	105
2024 Q2	$210K	Buy	+8,305	New	+$197K	0.11%	110
2023 Q4	–	Sell	-10,919	Closed	-$195K	–	119
2023 Q3	$195K	Buy	+10,919	New	+$202K	0.13%	104

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $105M AUM

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 $1.1B AUM 27.49% 1-Year Est. Return

LCM

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

Investmark Advisory Group's WINN Position: Q1 2026 in Review

Investmark Advisory Group held its Harbor Long-Term Growers ETF (WINN) position steady in Q1 2026 at 9,529 shares worth $264K. The position accounts for 0.11% of the portfolio, ranked #116.

Investmark Advisory Group first reported a position in WINN in Q3 2023 and has held it in 9 quarters since. The position peaked at $297K in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Investmark Advisory Group held 9,529 shares of Harbor Long-Term Growers ETF worth $264K as of Q1 2026.
Investmark Advisory Group left its Harbor Long-Term Growers ETF share count unchanged in Q1 2026.
Harbor Long-Term Growers ETF made up 0.11% of Investmark Advisory Group's portfolio in Q1 2026, its #116 holding.
Investmark Advisory Group first reported a position in Harbor Long-Term Growers ETF in Q3 2023 and has held it in 9 quarters since.
Investmark Advisory Group's Harbor Long-Term Growers ETF position peaked at $297K in Q3 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.