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

SFG 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 Q1	$1.52M	Buy	54,916 +13	+0%	+$386	0.63%	28
2025 Q4	$1.71M	Buy	54,903 +1,095	+2%	+$34.3K	0.67%	30
2025 Q3	$1.68M	Buy	+53,808	New	+$1.62M	0.73%	29
2025 Q2	–	Sell	-44,761	Closed	-$1.1M	–	127
2025 Q1	$1.1M	Sell	44,761 -8,374	-16%	-$225K	0.54%	37
2024 Q4	$1.45M	Buy	53,135 +584	+1%	+$15.7K	0.76%	23
2024 Q3	$1.35M	Buy	52,551 +235	+0.4%	+$5.85K	0.71%	24
2024 Q2	$1.32M	Buy	52,316 +2,347	+5%	+$55.6K	0.75%	25
2024 Q1	$1.17M	Buy	49,969 +527	+1%	+$11.8K	0.7%	25
2023 Q4	$1.02M	Buy	49,442 +1,369	+3%	+$26.2K	0.68%	27
2023 Q3	$858K	Hold	48,073	–	–	0.68%	29
2023 Q2	$891K	Buy	+48,073	New	+$816K	0.75%	28

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $105M AUM

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

SFG Wealth Management's WINN Position: Q1 2026 in Review

SFG Wealth Management increased its Harbor Long-Term Growers ETF (WINN) stake by 0.02% in Q1 2026, buying an estimated $386 and bringing the position to 54,916 shares worth $1.52M. The position accounts for 0.63% of the portfolio, ranked #28.

SFG Wealth Management first reported a position in WINN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

SFG Wealth Management held 54,916 shares of Harbor Long-Term Growers ETF worth $1.52M as of Q1 2026.
SFG Wealth Management bought 13 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $386.
Harbor Long-Term Growers ETF made up 0.63% of SFG Wealth Management's portfolio in Q1 2026, its #28 holding.
SFG Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and has held it in 11 quarters since.
SFG Wealth Management's Harbor Long-Term Growers ETF position peaked at $1.71M in Q4 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.