SA
WINN icon

Sanctuary Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Sanctuary 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
Q1 		$2.24M Sell
80,616
-587
-0.7% -$17.4K 0.01% 904
2025
Q4 		$2.53M Buy
81,203
+49
+0.1% +$1.54K 0.01% 806
2025
Q3 		$2.53M Buy
81,154
+6,699
+9% +$202K 0.01% 775
2025
Q2 		$2.17M Sell
74,455
-1,832
-2% -$47.9K 0.01% 804
2025
Q1 		$1.87M Buy
76,287
+7,294
+11% +$196K 0.01% 807
2024
Q4 		$1.94M Sell
68,993
-5,415
-7% -$145K 0.01% 878
2024
Q3 		$2M Sell
74,408
-1,525
-2% -$38K 0.01% 858
2024
Q2 		$1.72M Buy
+75,933
New +$1.8M 0.01% 890

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
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
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return