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Harbor Etf Trust shares owned by Waterloo Capital

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 70k 31.16
2025-06-30 $2.0M 68k 29.13
2025-03-31 $1.7M 68k 24.50
2024-12-31 $1.7M 63k 27.21
2024-09-30 $1.0M 39k 25.61
2024-06-30 $226k 8.9k 25.29

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Harbor Etf Trust

LPL Financial
CI Private Wealth
Wealth Enhancement Advisory Services
Grant Street Asset Management
Raymond James Financial
Commonwealth Equity Services
Towneley Capital Management, Inc / DE
Royal Bank of Canada
Golden State Wealth Management
Leisure Capital Management
Private Advisor
SOL Capital Management
WJ Wealth Management
Synovus Financial Corp.
Wealthcare Advisory Partners

View all funds holding Harbor Etf Trust