Jones Financial Companies
WINN icon

Jones Financial Companies’s Harbor Long-Term Growers ETF WINN Stock Holding History

Jones Financial Companies’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 		$270K Buy
8,580
+5,019
+141% +$159K ﹤0.01% 2453
2026
Q1 		$95.7K Buy
3,561
+1,631
+85% +$48.4K ﹤0.01% 2692
2025
Q4 		$60K Buy
1,930
+695
+56% +$21.8K ﹤0.01% 2435
2025
Q3 		$38.2K Buy
1,235
+685
+125% +$20.6K ﹤0.01% 2491
2025
Q2 		$15.9K Buy
+550
New +$14.4K ﹤0.01% 2700

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
Commonwealth Equity Services
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jones Financial Companies's WINN Position: Q2 2026 in Review

Jones Financial Companies increased its Harbor Long-Term Growers ETF (WINN) stake by 141% in Q2 2026, buying an estimated $159K and bringing the position to 8,580 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Jones Financial Companies first reported a position in WINN in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Jones Financial Companies held 8,580 shares of Harbor Long-Term Growers ETF worth $270K as of Q2 2026.
  • Jones Financial Companies bought 5,019 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $159K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2453 holding.
  • Jones Financial Companies first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.