Proactive Wealth Strategies’s Harbor Long-Term Growers ETF WINN Stock Holding History

Proactive Wealth Strategies’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	$7.17M	Buy	220,794 +3,430	+2%	+$109K	1.15%	26
2026 Q1	$6.03M	Buy	217,364 +121,417	+127%	+$3.6M	1.13%	29
2025 Q4	$2.98M	Buy	95,947 +15,680	+20%	+$491K	1.18%	28
2025 Q3	$2.5M	Buy	80,267 +11,820	+17%	+$356K	1.08%	31
2025 Q2	$1.99M	Buy	68,447 +21,037	+44%	+$551K	0.94%	38
2025 Q1	$1.16M	Buy	47,410 +34,170	+258%	+$919K	0.62%	54
2024 Q4	$360K	Buy	+13,240	New	+$355K	0.19%	95

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Proactive Wealth Strategies's WINN Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Harbor Long-Term Growers ETF (WINN) stake by 1.6% in Q2 2026, buying an estimated $109K and bringing the position to 220,794 shares worth $7.17M. The position accounts for 1.15% of the portfolio, ranked #26.

Proactive Wealth Strategies first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Proactive Wealth Strategies held 220,794 shares of Harbor Long-Term Growers ETF worth $7.17M as of Q2 2026.
Proactive Wealth Strategies bought 3,430 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $109K.
Harbor Long-Term Growers ETF made up 1.15% of Proactive Wealth Strategies's portfolio in Q2 2026, its #26 holding.
Proactive Wealth Strategies first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.