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 Q3	$9.5M	Buy	278,205 +4,012	+1%	+$134K	1.74%	11
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Lantz Financial's WINN Position: Q3 2026 in Review

Lantz Financial increased its Harbor Long-Term Growers ETF (WINN) stake by 1.5% in Q3 2026, buying an estimated $134K and bringing the position to 278,205 shares worth $9.5M. The position accounts for 1.74% of the portfolio, ranked #11.

Lantz Financial first reported a position in WINN in Q1 2023 and has held it in 15 quarters since. 23 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

Lantz Financial held 278,205 shares of Harbor Long-Term Growers ETF worth $9.5M as of Q3 2026.
Lantz Financial bought 4,012 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $134K.
Harbor Long-Term Growers ETF made up 1.74% of Lantz Financial's portfolio in Q3 2026, its #11 holding.
Lantz Financial first reported a position in Harbor Long-Term Growers ETF in Q1 2023 and has held it in 15 quarters since.
23 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.