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

SpringVest 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	$287K	Buy	10,334 +2,782	+37%	+$82.5K	0.2%	59
2025 Q4	$235K	Buy	7,552 +1,048	+16%	+$32.8K	0.16%	62
2025 Q3	$203K	Sell	6,504 -8,484	-57%	-$255K	0.15%	65
2025 Q2	$437K	Buy	+14,988	New	+$392K	0.35%	45

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

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

SpringVest Wealth Management increased its Harbor Long-Term Growers ETF (WINN) stake by 37% in Q1 2026, buying an estimated $82.5K and bringing the position to 10,334 shares worth $287K. The position accounts for 0.2% of the portfolio, ranked #59.

SpringVest Wealth Management first reported a position in WINN in Q2 2025 and has held it in 4 quarters since. The position peaked at $437K in Q2 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

SpringVest Wealth Management held 10,334 shares of Harbor Long-Term Growers ETF worth $287K as of Q1 2026.
SpringVest Wealth Management bought 2,782 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $82.5K.
Harbor Long-Term Growers ETF made up 0.2% of SpringVest Wealth Management's portfolio in Q1 2026, its #59 holding.
SpringVest Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 4 quarters since.
SpringVest Wealth Management's Harbor Long-Term Growers ETF position peaked at $437K in Q2 2025.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.