Callan Family Office’s Harbor Long-Term Growers ETF WINN Stock Holding History

Callan Family Office’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 Q2	$414K	Buy	+12,745	New	+$404K	0.01%	879

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Auctus Advisors Charlotte, North Carolina $119M AUM

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Callan Family Office's WINN Position: Q2 2026 in Review

Callan Family Office opened a new position in Harbor Long-Term Growers ETF (WINN) in Q2 2026: 12,745 shares worth $414K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings.

115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Callan Family Office held 12,745 shares of Harbor Long-Term Growers ETF worth $414K as of Q2 2026.
Harbor Long-Term Growers ETF was a new Callan Family Office position in Q2 2026.
Harbor Long-Term Growers ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #879 holding.
115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.