WFAG
WINN icon

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
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

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
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