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 Q2	$634K	Sell	19,515 -35,401	-64%	-$1.12M	0.23%	64
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

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 New York $82.7B AUM 28.53% 1-Year Est. Return

SFG Wealth Management's WINN Position: Q2 2026 in Review

SFG Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 64% in Q2 2026, selling an estimated $1.12M and leaving 19,515 shares worth $634K. The position accounts for 0.23% of the portfolio, ranked #64.

SFG Wealth Management first reported a position in WINN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.71M in Q4 2025. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

SFG Wealth Management held 19,515 shares of Harbor Long-Term Growers ETF worth $634K as of Q2 2026.
SFG Wealth Management sold 35,401 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $1.12M.
Harbor Long-Term Growers ETF made up 0.23% of SFG Wealth Management's portfolio in Q2 2026, its #64 holding.
SFG Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2023 and has held it in 12 quarters since.
SFG Wealth Management's Harbor Long-Term Growers ETF position peaked at $1.71M in Q4 2025.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.