Phoenix Wealth Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Phoenix Wealth 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	$504K	Sell	18,180 -448	-2%	-$13.3K	0.2%	82
2025 Q4	$579K	Hold	18,628	–	–	0.22%	78
2025 Q3	$580K	Hold	18,628	–	–	0.22%	75
2025 Q2	$543K	Buy	18,628 +2,598	+16%	+$68K	0.23%	76
2025 Q1	$393K	Hold	16,030	–	–	0.17%	88
2024 Q4	$436K	Hold	16,030	–	–	0.19%	83
2024 Q3	$411K	Hold	16,030	–	–	0.19%	83
2024 Q2	$405K	Hold	16,030	–	–	0.2%	84
2024 Q1	$376K	Hold	16,030	–	–	0.23%	79
2023 Q4	$325K	Hold	16,030	–	–	0.23%	88
2023 Q3	$286K	Buy	+16,030	New	+$297K	0.17%	90

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

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

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Phoenix Wealth Advisors's WINN Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Harbor Long-Term Growers ETF (WINN) stake by 2.4% in Q1 2026, selling an estimated $13.3K and leaving 18,180 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #82.

Phoenix Wealth Advisors first reported a position in WINN in Q3 2023 and has held it in 11 quarters since. The position peaked at $580K in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

Phoenix Wealth Advisors held 18,180 shares of Harbor Long-Term Growers ETF worth $504K as of Q1 2026.
Phoenix Wealth Advisors sold 448 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $13.3K.
Harbor Long-Term Growers ETF made up 0.2% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Phoenix Wealth Advisors first reported a position in Harbor Long-Term Growers ETF in Q3 2023 and has held it in 11 quarters since.
Phoenix Wealth Advisors's Harbor Long-Term Growers ETF position peaked at $580K in Q3 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.