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Objective Capital Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Objective Capital Management’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
2024
Q4 		– Sell
-120,380
Closed -$3.08M – 157
2024
Q3 		$3.08M Buy
+120,380
New +$3M 1.81% 12
2024
Q1 		$2.67M Buy
+113,785
New +$2.55M 1.8% 14

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Objective Capital Management's WINN Position: Q4 2024 in Review

Objective Capital Management sold out of Harbor Long-Term Growers ETF (WINN) in Q4 2024, closing a stake of 120,380 shares — an estimated $3.08M sold.

Objective Capital Management first reported a position in WINN in Q1 2024 and held it in 2 quarters. The position peaked at $3.08M in Q3 2024. 85 funds tracked by Wall St. Rank hold WINN as of Q4 2024.

  • Objective Capital Management reported no remaining Harbor Long-Term Growers ETF position as of Q4 2024 after selling out during the quarter.
  • Objective Capital Management sold 120,380 Harbor Long-Term Growers ETF shares in Q4 2024, an estimated $3.08M.
  • Objective Capital Management first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and held it in 2 quarters.
  • Objective Capital Management's Harbor Long-Term Growers ETF position peaked at $3.08M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q4 2024.

Based on Objective Capital Management's 13F filing for Q4 2024, filed 18 Mar 2025.