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Old Mission Capital’s Harbor Long-Term Growers ETF WINN Stock Holding History

Old Mission Capital’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
Q1 		– Sell
-19,658
Closed -$535K – 1262
2024
Q4 		$535K Buy
+19,658
New +$527K 0.01% 587

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 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

Old Mission Capital's WINN Position: Q1 2025 in Review

Old Mission Capital sold out of Harbor Long-Term Growers ETF (WINN) in Q1 2025, closing a stake of 19,658 shares — an estimated $535K sold.

Old Mission Capital first reported a position in WINN in Q4 2024 and held it in 1 quarter. The position peaked at $535K in Q4 2024. 84 funds tracked by Wall St. Rank hold WINN as of Q1 2025.

  • Old Mission Capital reported no remaining Harbor Long-Term Growers ETF position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 19,658 Harbor Long-Term Growers ETF shares in Q1 2025, an estimated $535K.
  • Old Mission Capital first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and held it in 1 quarter.
  • Old Mission Capital's Harbor Long-Term Growers ETF position peaked at $535K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.