WJ Wealth Management
WINN icon

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
Q3 		$1.08M Hold
31,589
– – 0.44% 43
2026
Q2 		$1.03M Sell
31,589
-507
-2% -$16.1K 0.4% 44
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Auctus Advisors
Auctus Advisors Charlotte, North Carolina $124M AUM 17.41% 1-Year Est. Return
Towneley Capital Management
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Leisure Capital Management
Leisure Capital Management Costa Mesa, California $316M AUM 29.66% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

WJ Wealth Management's WINN Position: Q3 2026 in Review

WJ Wealth Management held its Harbor Long-Term Growers ETF (WINN) position steady in Q3 2026 at 31,589 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #43.

WJ Wealth Management first reported a position in WINN in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.9M in Q4 2024. 100 funds tracked by Wall St. Rank hold WINN as of Q3 2026.

  • WJ Wealth Management held 31,589 shares of Harbor Long-Term Growers ETF worth $1.08M as of Q3 2026.
  • WJ Wealth Management left its Harbor Long-Term Growers ETF share count unchanged in Q3 2026.
  • Harbor Long-Term Growers ETF made up 0.44% of WJ Wealth Management's portfolio in Q3 2026, its #43 holding.
  • WJ Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 12 quarters since.
  • WJ Wealth Management's Harbor Long-Term Growers ETF position peaked at $20.9M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.