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Harbor Etf Trust shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in Harbor Etf Trust

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All positions including Harbor Etf Trust held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 45k 31.16
2025-06-30 $1.2M 40k 29.13
2025-03-31 $804k 33k 24.50
2024-12-31 $493k 18k 27.21
2024-09-30 $213k 8.3k 25.61

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View all positions for Worth Financial Advisory Group

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