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 Q2	$1.27M	Hold	39,137	–	–	0.01%	356
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

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

Moneta Group Investment Advisors's WINN Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Harbor Long-Term Growers ETF (WINN) position steady in Q2 2026 at 39,137 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #356.

Moneta Group Investment Advisors first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Moneta Group Investment Advisors held 39,137 shares of Harbor Long-Term Growers ETF worth $1.27M as of Q2 2026.
Moneta Group Investment Advisors left its Harbor Long-Term Growers ETF share count unchanged in Q2 2026.
Harbor Long-Term Growers ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #356 holding.
Moneta Group Investment Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's Harbor Long-Term Growers ETF position peaked at $1.5M in Q1 2025.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.