Janney Montgomery Scott
WINN icon

Janney Montgomery Scott’s Harbor Long-Term Growers ETF WINN Stock Holding History

Janney Montgomery Scott’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 		$384K Sell
13,845
-63
-0.5% -$1.87K ﹤0.01% 2221
2025
Q4 		$433K Sell
13,908
-536
-4% -$16.8K ﹤0.01% 2300
2025
Q3 		$450K Sell
14,444
-620
-4% -$18.6K ﹤0.01% 2218
2025
Q2 		$439K Sell
15,064
-1,162
-7% -$30.4K ﹤0.01% 2097
2025
Q1 		$398K Sell
16,226
-958
-6% -$25.8K ﹤0.01% 2135
2024
Q4 		$468K Buy
17,184
+255
+2% +$6.84K ﹤0.01% 2042
2024
Q3 		$434K Buy
16,929
+1,068
+7% +$26.6K ﹤0.01% 2070
2024
Q2 		$401K Buy
15,861
+5,283
+50% +$125K ﹤0.01% 2042
2024
Q1 		$248K Buy
10,578
+578
+6% +$13K ﹤0.01% 2451
2023
Q4 		$207K Hold
10,000
– – ﹤0.01% 2449
2023
Q3 		$178K Hold
10,000
– – ﹤0.01% 2407
2023
Q2 		$185K Hold
10,000
– – ﹤0.01% 2477
2023
Q1 		$161K Hold
10,000
– – ﹤0.01% 2322
2022
Q4 		$136K Buy
+10,000
New +$142K ﹤0.01% 2441

Other funds holding WINN

Corient Private Wealth
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

Janney Montgomery Scott's WINN Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Harbor Long-Term Growers ETF (WINN) stake by 0.45% in Q1 2026, selling an estimated $1.87K and leaving 13,845 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Janney Montgomery Scott first reported a position in WINN in Q4 2022 and has held it in 14 quarters since. The position peaked at $468K in Q4 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Janney Montgomery Scott held 13,845 shares of Harbor Long-Term Growers ETF worth $384K as of Q1 2026.
  • Janney Montgomery Scott sold 63 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $1.87K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2221 holding.
  • Janney Montgomery Scott first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 14 quarters since.
  • Janney Montgomery Scott's Harbor Long-Term Growers ETF position peaked at $468K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.