Proactive Wealth Strategies
WINN icon

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
Q3 		$7.73M Buy
225,244
+4,450
+2% +$148K 1.19% 23
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Leisure Capital Management
Leisure Capital Management Costa Mesa, California $316M AUM 29.66% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Golden State Wealth Management
Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Proactive Wealth Strategies's WINN Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Harbor Long-Term Growers ETF (WINN) stake by 2% in Q3 2026, buying an estimated $148K and bringing the position to 225,244 shares worth $7.73M. The position accounts for 1.19% of the portfolio, ranked #23.

Proactive Wealth Strategies first reported a position in WINN in Q4 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

  • Proactive Wealth Strategies held 225,244 shares of Harbor Long-Term Growers ETF worth $7.73M as of Q3 2026.
  • Proactive Wealth Strategies bought 4,450 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $148K.
  • Harbor Long-Term Growers ETF made up 1.19% of Proactive Wealth Strategies's portfolio in Q3 2026, its #23 holding.
  • Proactive Wealth Strategies first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 8 quarters since.
  • 73 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.