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

Plante Moran 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 Q3	–	Sell	-209	Closed	-$6.09K	–	874
2025 Q2	$6.09K	Hold	209	–	–	﹤0.01%	618
2025 Q1	$5.12K	Hold	209	–	–	﹤0.01%	641
2024 Q4	$5.69K	Hold	209	–	–	﹤0.01%	666
2024 Q3	$5.35K	Buy	+209	New	+$5.2K	﹤0.01%	678

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Plante Moran Financial Advisors's WINN Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Harbor Long-Term Growers ETF (WINN) in Q3 2025, closing a stake of 209 shares — an estimated $6.09K sold.

Plante Moran Financial Advisors first reported a position in WINN in Q3 2024 and held it in 4 quarters. The position peaked at $6.09K in Q2 2025. 99 funds tracked by Wall St. Rank hold WINN as of Q3 2025.

Plante Moran Financial Advisors reported no remaining Harbor Long-Term Growers ETF position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 209 Harbor Long-Term Growers ETF shares in Q3 2025, an estimated $6.09K.
Plante Moran Financial Advisors first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and held it in 4 quarters.
Plante Moran Financial Advisors's Harbor Long-Term Growers ETF position peaked at $6.09K in Q2 2025.
99 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.