Accel Wealth Management’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Accel Wealth Management’s Portfolio LSST Stock Details LSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,162	Closed	-$51K	–	1096
2022 Q3	$51K	Hold	2,162	–	–	0.03%	358
2022 Q2	$51K	Hold	2,162	–	–	0.03%	342
2022 Q1	$52K	Sell	2,162 -116,605	-98%	-$2.86M	0.03%	376
2021 Q4	$2.96M	Buy	118,767 +18,617	+19%	+$467K	1.45%	16
2021 Q3	$2.52M	Buy	100,150 +17,143	+21%	+$433K	1.63%	12
2021 Q2	$2.1M	Buy	+83,007	New	+$2.1M	1.39%	14

Other funds holding LSST

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Accel Wealth Management's LSST Position: Q4 2022 in Review

Accel Wealth Management sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q4 2022, closing a stake of 2,162 shares — an estimated $51K sold.

Accel Wealth Management first reported a position in LSST in Q2 2021 and held it in 6 quarters. The position peaked at $2.96M in Q4 2021. 18 funds tracked by Wall St. Rank hold LSST as of Q4 2022.

Accel Wealth Management reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 2,162 Natixis Loomis Sayles Short Duration Income ETF shares in Q4 2022, an estimated $51K.
Accel Wealth Management first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q2 2021 and held it in 6 quarters.
Accel Wealth Management's Natixis Loomis Sayles Short Duration Income ETF position peaked at $2.96M in Q4 2021.
18 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.