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 Q2	$605K	Buy	18,619 +8,285	+80%	+$263K	0.38%	41
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

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

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

SpringVest Wealth Management increased its Harbor Long-Term Growers ETF (WINN) stake by 80% in Q2 2026, buying an estimated $263K and bringing the position to 18,619 shares worth $605K. The position accounts for 0.38% of the portfolio, ranked #41.

SpringVest Wealth Management first reported a position in WINN in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

SpringVest Wealth Management held 18,619 shares of Harbor Long-Term Growers ETF worth $605K as of Q2 2026.
SpringVest Wealth Management bought 8,285 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $263K.
Harbor Long-Term Growers ETF made up 0.38% of SpringVest Wealth Management's portfolio in Q2 2026, its #41 holding.
SpringVest Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

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