United Advisor Group’s Harbor Long-Term Growers ETF WINN Stock Holding History

United Advisor Group’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	–	Sell	-20,088	Closed	-$557K	–	577
2026 Q1	$557K	Buy	20,088 +2,234	+13%	+$66.3K	0.07%	262
2025 Q4	$555K	Buy	17,854 +594	+3%	+$18.6K	0.07%	261
2025 Q3	$538K	Sell	17,260 -425	-2%	-$12.8K	0.07%	251
2025 Q2	$515K	Buy	17,685 +1,105	+7%	+$28.9K	0.09%	213
2025 Q1	$406K	Buy	16,580 +699	+4%	+$18.8K	0.08%	221
2024 Q4	$432K	Buy	15,881 +2,498	+19%	+$67K	0.09%	222
2024 Q3	$343K	Buy	13,383 +2,203	+20%	+$54.8K	0.08%	259
2024 Q2	$283K	Buy	+11,180	New	+$265K	0.09%	207

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

United Advisor Group's WINN Position: Q2 2026 in Review

United Advisor Group sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 20,088 shares — an estimated $557K sold.

United Advisor Group first reported a position in WINN in Q2 2024 and held it in 8 quarters. The position peaked at $557K in Q1 2026. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

United Advisor Group reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 20,088 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $557K.
United Advisor Group first reported a position in Harbor Long-Term Growers ETF in Q2 2024 and held it in 8 quarters.
United Advisor Group's Harbor Long-Term Growers ETF position peaked at $557K in Q1 2026.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.