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

Northwest Financial 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
2025
Q2 		– Sell
-12,230
Closed -$300K – 122
2025
Q1 		$300K Sell
12,230
-3,720
-23% -$100K 0.25% 84
2024
Q4 		$434K Buy
+15,950
New +$428K 0.36% 66

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Northwest Financial Advisors's WINN Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2025, closing a stake of 12,230 shares — an estimated $300K sold.

Northwest Financial Advisors first reported a position in WINN in Q4 2024 and held it in 2 quarters. The position peaked at $434K in Q4 2024. 93 funds tracked by Wall St. Rank hold WINN as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Harbor Long-Term Growers ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 12,230 Harbor Long-Term Growers ETF shares in Q2 2025, an estimated $300K.
  • Northwest Financial Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and held it in 2 quarters.
  • Northwest Financial Advisors's Harbor Long-Term Growers ETF position peaked at $434K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.