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 Q2	$295K	Sell	9,088 -441	-5%	-$14K	0.11%	114
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

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

Investmark Advisory Group's WINN Position: Q2 2026 in Review

Investmark Advisory Group reduced its Harbor Long-Term Growers ETF (WINN) stake by 4.6% in Q2 2026, selling an estimated $14K and leaving 9,088 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #114.

Investmark Advisory Group first reported a position in WINN in Q3 2023 and has held it in 10 quarters since. The position peaked at $297K in Q3 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Investmark Advisory Group held 9,088 shares of Harbor Long-Term Growers ETF worth $295K as of Q2 2026.
Investmark Advisory Group sold 441 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $14K.
Harbor Long-Term Growers ETF made up 0.11% of Investmark Advisory Group's portfolio in Q2 2026, its #114 holding.
Investmark Advisory Group first reported a position in Harbor Long-Term Growers ETF in Q3 2023 and has held it in 10 quarters since.
Investmark Advisory Group's Harbor Long-Term Growers ETF position peaked at $297K in Q3 2025.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.