Provident Wealth Management
WINN icon

Provident Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Provident Wealth Management’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 		$1.67M Sell
48,757
-16,862
-26% -$562K 0.59% 26
2026
Q2 		$2.13M Sell
65,619
-1,980
-3% -$62.8K 0.55% 25
2026
Q1 		$1.87M Sell
67,599
-4,519
-6% -$134K 0.57% 27
2025
Q4 		$2.24M Sell
72,118
-7,974
-10% -$250K 0.66% 21
2025
Q3 		$2.5M Sell
80,092
-1,443
-2% -$43.4K 0.75% 18
2025
Q2 		$2.37M Sell
81,535
-4,412
-5% -$115K 0.78% 18
2025
Q1 		$2.11M Sell
85,947
-19,771
-19% -$532K 0.73% 24
2024
Q4 		$2.88M Sell
105,718
-36,724
-26% -$984K 0.96% 19
2024
Q3 		$3.65M Sell
142,442
-65,421
-31% -$1.63M 1.24% 18
2024
Q2 		$5.26M Sell
207,863
-68,525
-25% -$1.62M 1.92% 10
2024
Q1 		$6.49M Buy
+276,388
New +$6.2M 2.43% 9

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Provident Wealth Management's WINN Position: Q3 2026 in Review

Provident Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 26% in Q3 2026, selling an estimated $562K and leaving 48,757 shares worth $1.67M. The position accounts for 0.59% of the portfolio, ranked #26.

Provident Wealth Management first reported a position in WINN in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.49M in Q1 2024. 100 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

  • Provident Wealth Management held 48,757 shares of Harbor Long-Term Growers ETF worth $1.67M as of Q3 2026.
  • Provident Wealth Management sold 16,862 Harbor Long-Term Growers ETF shares in Q3 2026, an estimated $562K.
  • Harbor Long-Term Growers ETF made up 0.59% of Provident Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Provident Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and has held it in 11 quarters since.
  • Provident Wealth Management's Harbor Long-Term Growers ETF position peaked at $6.49M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.