WWM
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Western Wealth Management’s Harbor Long-Term Growers ETF WINN Stock Holding History

Western Wealth Management’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 		$1.79M Sell
55,095
-60
-0.1% -$1.9K 0.06% 323
2026
Q1 		$1.53M Buy
55,155
+882
+2% +$26.2K 0.06% 330
2025
Q4 		$1.69M Sell
54,273
-201
-0.4% -$6.3K 0.08% 246
2025
Q3 		$1.7M Buy
54,474
+429
+0.8% +$12.9K 0.09% 213
2025
Q2 		$1.57M Buy
54,045
+4,482
+9% +$117K 0.09% 204
2025
Q1 		$1.21M Buy
49,563
+1,444
+3% +$38.8K 0.08% 216
2024
Q4 		$1.31M Buy
48,119
+1,041
+2% +$27.9K 0.07% 264
2024
Q3 		$1.21M Buy
47,078
+629
+1% +$15.7K 0.07% 277
2024
Q2 		$1.17M Buy
46,449
+33,972
+272% +$805K 0.09% 202
2024
Q1 		$293K Buy
+12,477
New +$280K 0.02% 513

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Western Wealth Management's WINN Position: Q2 2026 in Review

Western Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 0.11% in Q2 2026, selling an estimated $1.9K and leaving 55,095 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #323.

Western Wealth Management first reported a position in WINN in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Western Wealth Management held 55,095 shares of Harbor Long-Term Growers ETF worth $1.79M as of Q2 2026.
  • Western Wealth Management sold 60 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $1.9K.
  • Harbor Long-Term Growers ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Western Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

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