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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 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 New York $82.7B AUM 28.53% 1-Year Est. Return

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

WJ Wealth Management reduced its Harbor Long-Term Growers ETF (WINN) stake by 1.6% in Q2 2026, selling an estimated $16.1K and leaving 31,589 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #44.

WJ Wealth Management first reported a position in WINN in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9M in Q4 2024. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

WJ Wealth Management held 31,589 shares of Harbor Long-Term Growers ETF worth $1.03M as of Q2 2026.
WJ Wealth Management sold 507 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $16.1K.
Harbor Long-Term Growers ETF made up 0.4% of WJ Wealth Management's portfolio in Q2 2026, its #44 holding.
WJ Wealth Management first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 11 quarters since.
WJ Wealth Management's Harbor Long-Term Growers ETF position peaked at $20.9M in Q4 2024.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.