Waverly Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Waverly Advisors’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	$1.03M	Buy	31,828 +11,238	+55%	+$356K	0.01%	885
2026 Q1	$571K	Buy	+20,590	New	+$611K	﹤0.01%	1019

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

Waverly Advisors's WINN Position: Q2 2026 in Review

Waverly Advisors increased its Harbor Long-Term Growers ETF (WINN) stake by 55% in Q2 2026, buying an estimated $356K and bringing the position to 31,828 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #885.

Waverly Advisors first reported a position in WINN in Q1 2026 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Waverly Advisors held 31,828 shares of Harbor Long-Term Growers ETF worth $1.03M as of Q2 2026.
Waverly Advisors bought 11,238 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $356K.
Harbor Long-Term Growers ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #885 holding.
Waverly Advisors first reported a position in Harbor Long-Term Growers ETF in Q1 2026 and has held it in 2 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.