Kestra Private Wealth Services
WINN icon

Kestra Private Wealth Services’s Harbor Long-Term Growers ETF WINN Stock Holding History

Kestra Private Wealth Services’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 		$860K Sell
26,497
-834
-3% -$26.4K 0.01% 984
2026
Q1 		$758K Buy
27,331
+8,268
+43% +$245K 0.01% 981
2025
Q4 		$593K Buy
+19,063
New +$598K 0.01% 1071

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

Kestra Private Wealth Services's WINN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Harbor Long-Term Growers ETF (WINN) stake by 3.1% in Q2 2026, selling an estimated $26.4K and leaving 26,497 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #984.

Kestra Private Wealth Services first reported a position in WINN in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Kestra Private Wealth Services held 26,497 shares of Harbor Long-Term Growers ETF worth $860K as of Q2 2026.
  • Kestra Private Wealth Services sold 834 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $26.4K.
  • Harbor Long-Term Growers ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #984 holding.
  • Kestra Private Wealth Services first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.