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

WJ 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 Q1	$890K	Sell	32,096 -311,686	-91%	-$9.24M	0.42%	38
2025 Q4	$10.7M	Sell	343,782 -42,039	-11%	-$1.32M	4.68%	6
2025 Q3	$12.5M	Sell	385,821 -180,607	-32%	-$5.43M	5.49%	5
2025 Q2	$16.5M	Sell	566,428 -8,278	-1%	-$217K	5.21%	5
2025 Q1	$14.1M	Sell	574,706 -192,156	-25%	-$5.17M	4.98%	5
2024 Q4	$20.9M	Sell	766,862 -2,767	-0.4%	-$74.2K	7.18%	3
2024 Q3	$19.7M	Buy	769,629 +20,520	+3%	+$511K	6.94%	3
2024 Q2	$18.9M	Buy	749,109 +349,086	+87%	+$8.27M	6.89%	3
2024 Q1	$9.39M	Buy	400,023 +144,034	+56%	+$3.23M	3.74%	10
2023 Q4	$5.29M	Buy	+255,989	New	+$4.9M	2.3%	12

Other funds holding WINN

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Auctus Advisors Charlotte, North Carolina $105M AUM

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 $915M AUM 19.16% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

WJ Wealth Management's WINN Position: Q1 2026 in Review

WJ Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 91% in Q1 2026, selling an estimated $9.24M and leaving 32,096 shares worth $890K. The position accounts for 0.42% of the portfolio, ranked #38.

WJ Wealth Management first reported a position in WINN in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.9M in Q4 2024. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

WJ Wealth Management held 32,096 shares of Harbor Long-Term Growers ETF worth $890K as of Q1 2026.
WJ Wealth Management sold 311,686 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $9.24M.
Harbor Long-Term Growers ETF made up 0.42% of WJ Wealth Management's portfolio in Q1 2026, its #38 holding.
WJ Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 10 quarters since.
WJ Wealth Management's Harbor Long-Term Growers ETF position peaked at $20.9M in Q4 2024.
106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.