SB
WINN icon

Strategic Blueprint’s Harbor Long-Term Growers ETF WINN Stock Holding History

Strategic Blueprint’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 		$1,000K Buy
36,061
+3,167
+10% +$93.9K 0.06% 279
2025
Q4 		$1.02M Buy
32,894
+3,069
+10% +$96.2K 0.06% 270
2025
Q3 		$929K Buy
29,825
+5,429
+22% +$163K 0.04% 348
2025
Q2 		$711K Buy
24,396
+989
+4% +$25.9K 0.03% 368
2025
Q1 		$573K Buy
23,407
+6,047
+35% +$163K 0.03% 405
2024
Q4 		$472K Buy
17,360
+3,531
+26% +$94.7K 0.03% 421
2024
Q3 		$354K Buy
+13,829
New +$344K 0.02% 485

Other funds holding WINN

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
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