Wealth Enhancement Advisory Services
WINN icon

Wealth Enhancement Advisory Services’s Harbor Long-Term Growers ETF WINN Stock Holding History

Wealth Enhancement Advisory Services’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 		$57.6M Buy
1,736,919
+146,257
+9% +$4.64M 0.1% 188
2026
Q1 		$44.6M Sell
1,590,662
-1,284,034
-45% -$38.1M 0.09% 210
2025
Q4 		$90.2M Buy
2,874,696
+51,770
+2% +$1.62M 0.12% 151
2025
Q3 		$88.4M Buy
2,822,926
+60,499
+2% +$1.82M 0.13% 146
2025
Q2 		$81M Sell
2,762,427
-24,625
-0.9% -$644K 0.13% 152
2025
Q1 		$68.3M Buy
2,787,052
+61,257
+2% +$1.65M 0.13% 155
2024
Q4 		$74.2M Buy
2,725,795
+173,408
+7% +$4.65M 0.14% 141
2024
Q3 		$65.4M Buy
2,552,387
+471,091
+23% +$11.7M 0.14% 146
2024
Q2 		$52.6M Buy
2,081,296
+361,398
+21% +$8.56M 0.13% 167
2024
Q1 		$40.4M Buy
1,719,898
+83,768
+5% +$1.88M 0.1% 198
2023
Q4 		$33.8M Buy
1,636,130
+92,961
+6% +$1.78M 0.1% 203
2023
Q3 		$27.5M Buy
+1,543,169
New +$28.6M 0.09% 219

Other funds holding WINN

ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's WINN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Harbor Long-Term Growers ETF (WINN) stake by 9.2% in Q2 2026, buying an estimated $4.64M and bringing the position to 1,736,919 shares worth $57.6M. The position accounts for 0.1% of the portfolio, ranked #188.

Wealth Enhancement Advisory Services first reported a position in WINN in Q3 2023 and has held it in 12 quarters since. The position peaked at $90.2M in Q4 2025. 9 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,736,919 shares of Harbor Long-Term Growers ETF worth $57.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 146,257 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $4.64M.
  • Harbor Long-Term Growers ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #188 holding.
  • Wealth Enhancement Advisory Services first reported a position in Harbor Long-Term Growers ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Harbor Long-Term Growers ETF position peaked at $90.2M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.