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Lloyd Advisory Services’s Harbor Long-Term Growers ETF WINN Stock Holding History

Lloyd Advisory 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 		– Sell
-12,257
Closed -$340K – 1018
2026
Q1 		$340K Buy
+12,257
New +$363K 0.1% 102

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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 $59.8B AUM 29.42% 1-Year Est. Return
AA
Auctus Advisors Charlotte, North Carolina $119M AUM
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 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

Lloyd Advisory Services's WINN Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Harbor Long-Term Growers ETF (WINN) in Q2 2026, closing a stake of 12,257 shares — an estimated $340K sold.

Lloyd Advisory Services first reported a position in WINN in Q1 2026 and held it in 1 quarter. The position peaked at $340K in Q1 2026. 115 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Harbor Long-Term Growers ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 12,257 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $340K.
  • Lloyd Advisory Services first reported a position in Harbor Long-Term Growers ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Harbor Long-Term Growers ETF position peaked at $340K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.