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Moneta Group Investment Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Moneta Group Investment Advisors’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 		$1.09M Hold
39,137
– – 0.01% 347
2025
Q4 		$1.22M Hold
39,137
– – 0.01% 329
2025
Q3 		$1.22M Hold
39,137
– – 0.01% 313
2025
Q2 		$1.14M Sell
39,137
-22,171
-36% -$580K 0.01% 290
2025
Q1 		$1.5M Buy
61,308
+41,896
+216% +$1.13M 0.02% 239
2024
Q4 		$528K Buy
+19,412
New +$520K 0.01% 404

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 $79.5B AUM 27.1% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Moneta Group Investment Advisors's WINN Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Harbor Long-Term Growers ETF (WINN) position steady in Q1 2026 at 39,137 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #347.

Moneta Group Investment Advisors first reported a position in WINN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Moneta Group Investment Advisors held 39,137 shares of Harbor Long-Term Growers ETF worth $1.09M as of Q1 2026.
  • Moneta Group Investment Advisors left its Harbor Long-Term Growers ETF share count unchanged in Q1 2026.
  • Harbor Long-Term Growers ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #347 holding.
  • Moneta Group Investment Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's Harbor Long-Term Growers ETF position peaked at $1.5M in Q1 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.