Worth Financial Advisory Group’s Harbor Long-Term Growers ETF WINN Stock Holding History

Worth Financial Advisory Group’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	$6.37M	Buy	+196,306	New	+$6.23M	2.66%	6
2026 Q1	–	Sell	-58,881	Closed	-$1.83M	–	187
2025 Q4	$1.83M	Buy	58,881 +13,718	+30%	+$430K	0.89%	25
2025 Q3	$1.41M	Buy	45,163 +5,366	+13%	+$161K	0.79%	28
2025 Q2	$1.16M	Buy	39,797 +6,966	+21%	+$182K	0.71%	33
2025 Q1	$804K	Buy	32,831 +14,728	+81%	+$396K	0.51%	46
2024 Q4	$493K	Buy	18,103 +9,801	+118%	+$263K	0.3%	79
2024 Q3	$213K	Buy	+8,302	New	+$207K	0.12%	158

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

Worth Financial Advisory Group's WINN Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Harbor Long-Term Growers ETF (WINN) in Q2 2026: 196,306 shares worth $6.37M. The stake represents 2.66% of the portfolio and ranks #6 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in WINN as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in WINN in Q3 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Worth Financial Advisory Group held 196,306 shares of Harbor Long-Term Growers ETF worth $6.37M as of Q2 2026.
Harbor Long-Term Growers ETF was a new Worth Financial Advisory Group position in Q2 2026.
Harbor Long-Term Growers ETF made up 2.66% of Worth Financial Advisory Group's portfolio in Q2 2026, its #6 holding.
Worth Financial Advisory Group first reported a position in Harbor Long-Term Growers ETF in Q3 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.