LF
WINN icon

Lantz Financial’s Harbor Long-Term Growers ETF WINN Stock Holding History

Lantz Financial’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 		$8.9M Buy
274,193
+17,055
+7% +$541K 1.63% 11
2026
Q1 		$7.13M Buy
257,138
+17,780
+7% +$527K 1.47% 16
2025
Q4 		$7.45M Buy
239,358
+125,500
+110% +$3.93M 1.57% 14
2025
Q3 		$3.55M Buy
113,858
+7,704
+7% +$232K 0.79% 31
2025
Q2 		$3.09M Buy
106,154
+9,009
+9% +$236K 0.77% 29
2025
Q1 		$2.38M Buy
97,145
+8,982
+10% +$242K 0.65% 40
2024
Q4 		$2.4M Buy
88,163
+5,380
+6% +$144K 0.64% 40
2024
Q3 		$2.12M Buy
82,783
+22,693
+38% +$565K 0.57% 52
2024
Q2 		$1.52M Buy
60,090
+12,762
+27% +$302K 0.47% 63
2024
Q1 		$1.11M Buy
47,328
+5,295
+13% +$119K 0.36% 79
2023
Q4 		$869K Buy
42,033
+5,298
+14% +$101K 0.31% 82
2023
Q3 		$655K Buy
36,735
+10,534
+40% +$195K 0.26% 90
2023
Q2 		$486K Buy
26,201
+9,108
+53% +$155K 0.19% 110
2023
Q1 		$276K Buy
+17,093
New +$256K 0.11% 141

Other funds holding WINN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lantz Financial's WINN Position: Q2 2026 in Review

Lantz Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 6.6% in Q2 2026, buying an estimated $541K and bringing the position to 274,193 shares worth $8.9M. The position accounts for 1.63% of the portfolio, ranked #11.

Lantz Financial first reported a position in WINN in Q1 2023 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Lantz Financial held 274,193 shares of Harbor Long-Term Growers ETF worth $8.9M as of Q2 2026.
  • Lantz Financial bought 17,055 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $541K.
  • Harbor Long-Term Growers ETF made up 1.63% of Lantz Financial's portfolio in Q2 2026, its #11 holding.
  • Lantz Financial first reported a position in Harbor Long-Term Growers ETF in Q1 2023 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.