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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
Q2 		– Sell
-7,530
Closed -$209K – 582
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

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

Keystone Financial Group (Kentucky)'s WINN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 7,530 shares — an estimated $209K sold.

Keystone Financial Group (Kentucky) first reported a position in WINN in Q2 2025 and held it in 4 quarters. The position peaked at $236K in Q3 2025. 114 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Keystone Financial Group (Kentucky) reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 7,530 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $209K.
  • Keystone Financial Group (Kentucky) first reported a position in Harbor Long-Term Growers ETF in Q2 2025 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s Harbor Long-Term Growers ETF position peaked at $236K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.