Moody National Bank Trust Division’s Harbor Long-Term Growers ETF WINN Stock Holding History

Moody National Bank Trust Division’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	$1.24M	Buy	38,137 +16	+0%	+$507	0.1%	198
2026 Q1	$1.06M	Sell	38,121 -184	-0.5%	-$5.46K	0.1%	198
2025 Q4	$1.19M	Sell	38,305 -1,331	-3%	-$41.7K	0.11%	181
2025 Q3	$1.24M	Hold	39,636	–	–	0.1%	205
2025 Q2	$1.15M	Sell	39,636 -1,293	-3%	-$33.8K	0.11%	215
2025 Q1	$1M	Buy	40,929 +6,101	+18%	+$164K	0.1%	225
2024 Q4	$948K	Buy	+34,828	New	+$934K	0.1%	245

Other funds holding WINN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Moody National Bank Trust Division's WINN Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Harbor Long-Term Growers ETF (WINN) stake by 0.04% in Q2 2026, buying an estimated $507 and bringing the position to 38,137 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #198.

Moody National Bank Trust Division first reported a position in WINN in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold WINN as of Q2 2026.

Moody National Bank Trust Division held 38,137 shares of Harbor Long-Term Growers ETF worth $1.24M as of Q2 2026.
Moody National Bank Trust Division bought 16 Harbor Long-Term Growers ETF shares in Q2 2026, an estimated $507.
Harbor Long-Term Growers ETF made up 0.1% of Moody National Bank Trust Division's portfolio in Q2 2026, its #198 holding.
Moody National Bank Trust Division first reported a position in Harbor Long-Term Growers ETF in Q4 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.