UAG
WINN icon

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
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

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