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Sound Income Strategies’s Harbor Long-Term Growers ETF WINN Stock Holding History

Sound Income Strategies’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
2025
Q4 		– Sell
-1,255
Closed -$39.8K – 2569
2025
Q3 		$39.8K Buy
+1,255
New +$37.8K ﹤0.01% 614

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $324B AUM 22.36% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound Income Strategies's WINN Position: Q4 2025 in Review

Sound Income Strategies sold out of Harbor Long-Term Growers ETF (WINN) in Q4 2025, closing a stake of 1,255 shares — an estimated $39.8K sold.

Sound Income Strategies first reported a position in WINN in Q3 2025 and held it in 1 quarter. The position peaked at $39.8K in Q3 2025. 109 funds tracked by Wall St. Rank hold WINN as of Q4 2025.

  • Sound Income Strategies reported no remaining Harbor Long-Term Growers ETF position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 1,255 Harbor Long-Term Growers ETF shares in Q4 2025, an estimated $39.8K.
  • Sound Income Strategies first reported a position in Harbor Long-Term Growers ETF in Q3 2025 and held it in 1 quarter.
  • Sound Income Strategies's Harbor Long-Term Growers ETF position peaked at $39.8K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.