Savvy Advisors Inc
WINN icon

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

Savvy Advisors Inc’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 		– Sell
-8,337
Closed -$231K – 1339
2026
Q1 		$231K Buy
8,337
+3
+0% +$89 0.01% 990
2025
Q4 		$259K Buy
+8,334
New +$261K 0.01% 839

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Commonwealth Equity Services
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Savvy Advisors Inc's WINN Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 8,337 shares — an estimated $231K sold.

Savvy Advisors Inc first reported a position in WINN in Q4 2025 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 8,337 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $231K.
  • Savvy Advisors Inc first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's Harbor Long-Term Growers ETF position peaked at $259K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.