Proactive Wealth Strategies LLC Boosts Holdings in Harbor Long-Term Growers ETF $WINN

Proactive Wealth Strategies LLC increased its holdings in Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 19.5% during the fourth quarter, Holdings Channel reports. The firm owned 95,947 shares of the company’s stock after acquiring an additional 15,680 shares during the quarter. Harbor Long-Term Growers ETF makes up 1.2% of Proactive Wealth Strategies LLC’s portfolio, making the stock its 28th biggest holding. Proactive Wealth Strategies LLC’s holdings in Harbor Long-Term Growers ETF were worth $2,984,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Archford Capital Strategies LLC lifted its holdings in Harbor Long-Term Growers ETF by 8.3% in the 4th quarter. Archford Capital Strategies LLC now owns 282,379 shares of the company’s stock worth $8,783,000 after purchasing an additional 21,744 shares in the last quarter. Joel Isaacson & Co. LLC lifted its holdings in Harbor Long-Term Growers ETF by 28.9% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 89,178 shares of the company’s stock worth $2,779,000 after purchasing an additional 19,998 shares in the last quarter. Auctus Advisors LLC purchased a new position in Harbor Long-Term Growers ETF in the 4th quarter worth approximately $41,678,000. Convergence Financial LLC lifted its holdings in Harbor Long-Term Growers ETF by 46.7% in the 3rd quarter. Convergence Financial LLC now owns 88,956 shares of the company’s stock worth $2,772,000 after purchasing an additional 28,334 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its holdings in Harbor Long-Term Growers ETF by 2.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 2,822,926 shares of the company’s stock worth $88,358,000 after purchasing an additional 60,499 shares in the last quarter. 81.36% of the stock is owned by hedge funds and other institutional investors.

Harbor Long-Term Growers ETF Trading Up 0.7%

NYSEARCA WINN opened at $32.57 on Thursday. The stock’s 50 day moving average is $29.77 and its 200 day moving average is $30.47. Harbor Long-Term Growers ETF has a 12 month low of $26.62 and a 12 month high of $32.74. The stock has a market cap of $1.13 billion, a PE ratio of -105.06 and a beta of 1.22.

Harbor Long-Term Growers ETF Profile

The Harbor Long-Term Growers ETF (WINN) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction. WINN was launched on Feb 2, 2022 and is managed by Harbor.