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 Q2	$590K	Hold	18,180	–	–	0.2%	74
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

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

Phoenix Wealth Advisors's WINN Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Harbor Long-Term Growers ETF (WINN) position steady in Q2 2026 at 18,180 shares worth $590K. The position accounts for 0.2% of the portfolio, ranked #74.

Phoenix Wealth Advisors first reported a position in WINN in Q3 2023 and has held it in 12 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Phoenix Wealth Advisors held 18,180 shares of Harbor Long-Term Growers ETF worth $590K as of Q2 2026.
Phoenix Wealth Advisors left its Harbor Long-Term Growers ETF share count unchanged in Q2 2026.
Harbor Long-Term Growers ETF made up 0.2% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Phoenix Wealth Advisors first reported a position in Harbor Long-Term Growers ETF in Q3 2023 and has held it in 12 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.