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 Q2	$450K	Hold	13,845	–	–	﹤0.01%	2464
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

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

Janney Montgomery Scott's WINN Position: Q2 2026 in Review

Janney Montgomery Scott held its Harbor Long-Term Growers ETF (WINN) position steady in Q2 2026 at 13,845 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Janney Montgomery Scott first reported a position in WINN in Q4 2022 and has held it in 15 quarters since. The position peaked at $468K in Q4 2024. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Janney Montgomery Scott held 13,845 shares of Harbor Long-Term Growers ETF worth $450K as of Q2 2026.
Janney Montgomery Scott left its Harbor Long-Term Growers ETF share count unchanged in Q2 2026.
Harbor Long-Term Growers ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2464 holding.
Janney Montgomery Scott first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 15 quarters since.
Janney Montgomery Scott's Harbor Long-Term Growers ETF position peaked at $468K in Q4 2024.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.