Wealthcare Advisory Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

Wealthcare Advisory Partners’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	$12.1M	Sell	371,874 -17,956	-5%	-$569K	0.23%	92
2026 Q1	$10.8M	Sell	389,830 -112	-0%	-$3.32K	0.21%	99
2025 Q4	$12.1M	Buy	389,942 +16,045	+4%	+$503K	0.24%	87
2025 Q3	$11.7M	Buy	373,897 +113,639	+44%	+$3.42M	0.24%	85
2025 Q2	$7.58M	Buy	260,258 +144,769	+125%	+$3.79M	0.17%	115
2025 Q1	$2.83M	Buy	115,489 +17,784	+18%	+$478K	0.08%	228
2024 Q4	$2.66M	Sell	97,705 -6,816	-7%	-$183K	0.07%	217
2024 Q3	$2.68M	Buy	+104,521	New	+$2.6M	0.08%	220

Other funds holding WINN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealthcare Advisory Partners's WINN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Harbor Long-Term Growers ETF (WINN) stake by 4.6% in Q2 2026, selling an estimated $569K and leaving 371,874 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #92.

Wealthcare Advisory Partners first reported a position in WINN in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q4 2025. 9 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Wealthcare Advisory Partners held 371,874 shares of Harbor Long-Term Growers ETF worth $12.1M as of Q2 2026.
Wealthcare Advisory Partners sold 17,956 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $569K.
Harbor Long-Term Growers ETF made up 0.23% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #92 holding.
Wealthcare Advisory Partners first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's Harbor Long-Term Growers ETF position peaked at $12.1M in Q4 2025.
9 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.