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Keystone Financial Group (Kentucky)’s Harbor Long-Term Growers ETF WINN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$209K Sell
7,530
-50
-0.7% -$1.48K 0.01% 480
2025
Q4 		$236K Hold
7,580
– – 0.02% 402
2025
Q3 		$236K Hold
7,580
– – 0.02% 374
2025
Q2 		$221K Buy
+7,580
New +$198K 0.02% 378

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 $1.1B AUM 27.49% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s WINN Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Harbor Long-Term Growers ETF (WINN) stake by 0.66% in Q1 2026, selling an estimated $1.48K and leaving 7,530 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #480.

Keystone Financial Group (Kentucky) first reported a position in WINN in Q2 2025 and has held it in 4 quarters since. The position peaked at $236K in Q3 2025. 106 funds tracked by Wall St. Rank hold WINN as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 7,530 shares of Harbor Long-Term Growers ETF worth $209K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 50 Harbor Long-Term Growers ETF shares in Q1 2026, an estimated $1.48K.
  • Harbor Long-Term Growers ETF made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #480 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and has held it in 4 quarters since.
  • Keystone Financial Group (Kentucky)'s Harbor Long-Term Growers ETF position peaked at $236K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.