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WealthCare Investment Partners’s Harbor Long-Term Growers ETF WINN Stock Holding History

WealthCare Investment 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
Q1 		$243K Hold
8,649
– – 0.07% 173
2025
Q4 		$268K Hold
8,649
– – 0.08% 158
2025
Q3 		$271K Sell
8,649
-1
-0% -$30 0.09% 148
2025
Q2 		$254K Sell
8,650
-2,100
-20% -$55K 0.09% 137
2025
Q1 		$244K Buy
10,750
+672
+7% +$18.1K 0.1% 129
2024
Q4 		$274K Hold
10,078
– – 0.12% 118
2024
Q3 		$256K Sell
10,078
-1
-0% -$25 0.11% 117
2024
Q2 		$255K Sell
10,079
-1,202
-11% -$28.5K 0.12% 117
2024
Q1 		$265K Hold
11,281
– – 0.13% 115
2023
Q4 		$232K Buy
11,281
+7
+0.1% +$134 0.13% 115
2023
Q3 		$203K Buy
11,274
+70
+0.6% +$1.3K 0.12% 117
2023
Q2 		$208K Buy
11,204
+758
+7% +$12.9K 0.12% 115
2023
Q1 		$168K Sell
10,446
-6,128
-37% -$91.7K 0.1% 125
2022
Q4 		$225K Buy
+16,574
New +$235K 0.15% 104

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 $1.1B AUM 27.49% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

WealthCare Investment Partners's WINN Position: Q1 2026 in Review

WealthCare Investment Partners held its Harbor Long-Term Growers ETF (WINN) position steady in Q1 2026 at 8,649 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #173.

WealthCare Investment Partners first reported a position in WINN in Q4 2022 and has held it in 14 quarters since. The position peaked at $274K in Q4 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • WealthCare Investment Partners held 8,649 shares of Harbor Long-Term Growers ETF worth $243K as of Q1 2026.
  • WealthCare Investment Partners left its Harbor Long-Term Growers ETF share count unchanged in Q1 2026.
  • Harbor Long-Term Growers ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q1 2026, its #173 holding.
  • WealthCare Investment Partners first reported a position in Harbor Long-Term Growers ETF in Q4 2022 and has held it in 14 quarters since.
  • WealthCare Investment Partners's Harbor Long-Term Growers ETF position peaked at $274K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.