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Harbor Etf Trust shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $580k 19k 31.16
2025-06-30 $543k 19k 29.13
2025-03-31 $393k 16k 24.50
2024-12-31 $436k 16k 27.21
2024-09-30 $411k 16k 25.61
2024-06-30 $405k 16k 25.29
2024-03-31 $376k 16k 23.47
2023-12-31 $325k 16k 20.25
2023-09-30 $286k 16k 17.84