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
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

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $105M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

Jones Financial Companies's WINN Position: Q1 2026 in Review

Jones Financial Companies increased its Harbor Long-Term Growers ETF (WINN) stake by 85% in Q1 2026, buying an estimated $48.4K and bringing the position to 3,561 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Jones Financial Companies first reported a position in WINN in Q2 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Jones Financial Companies held 3,561 shares of Harbor Long-Term Growers ETF worth $95.7K as of Q1 2026.
  • Jones Financial Companies bought 1,631 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $48.4K.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2692 holding.
  • Jones Financial Companies first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.