KPWS
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
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

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

Kestra Private Wealth Services's WINN Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Harbor Long-Term Growers ETF (WINN) stake by 43% in Q1 2026, buying an estimated $245K and bringing the position to 27,331 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #981.

Kestra Private Wealth Services first reported a position in WINN in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Kestra Private Wealth Services held 27,331 shares of Harbor Long-Term Growers ETF worth $758K as of Q1 2026.
  • Kestra Private Wealth Services bought 8,268 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $245K.
  • Harbor Long-Term Growers ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #981 holding.
  • Kestra Private Wealth Services first reported a position in Harbor Long-Term Growers ETF in Q4 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.