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

WCG Wealth 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	$817K	Sell	25,158 -94,366	-79%	-$2.99M	0.02%	433
2026 Q1	$3.31M	Sell	119,524 -57,097	-32%	-$1.69M	0.09%	204
2025 Q4	$5.49M	Buy	176,621 +62,978	+55%	+$1.97M	0.15%	141
2025 Q3	$3.54M	Buy	113,643 +61,543	+118%	+$1.85M	0.22%	103
2025 Q2	$1.52M	Buy	+52,100	New	+$1.36M	0.1%	183

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 $67.3B AUM 21.9% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 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

WCG Wealth Advisors's WINN Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Harbor Long-Term Growers ETF (WINN) stake by 79% in Q2 2026, selling an estimated $2.99M and leaving 25,158 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #433.

WCG Wealth Advisors first reported a position in WINN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.49M in Q4 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

WCG Wealth Advisors held 25,158 shares of Harbor Long-Term Growers ETF worth $817K as of Q2 2026.
WCG Wealth Advisors sold 94,366 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $2.99M.
Harbor Long-Term Growers ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #433 holding.
WCG Wealth Advisors first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 5 quarters since.
WCG Wealth Advisors's Harbor Long-Term Growers ETF position peaked at $5.49M in Q4 2025.
114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

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