AWM
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Apollon Wealth Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Apollon Wealth Management’s Portfolio LSGR Stock Details LSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.42M Sell
81,125
-364
-0.4% -$15.8K 0.04% 357
2026
Q1 		$3.21M Sell
81,489
-1,464
-2% -$62K 0.05% 287
2025
Q4 		$3.71M Sell
82,953
-67
-0.1% -$2.98K 0.06% 251
2025
Q3 		$3.69M Buy
83,020
+11,096
+15% +$477K 0.07% 249
2025
Q2 		$3.01M Buy
+71,924
New +$2.68M 0.06% 276

Other funds holding LSGR

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apollon Wealth Management's LSGR Position: Q2 2026 in Review

Apollon Wealth Management reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 0.45% in Q2 2026, selling an estimated $15.8K and leaving 81,125 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #357.

Apollon Wealth Management first reported a position in LSGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.71M in Q4 2025. 17 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • Apollon Wealth Management held 81,125 shares of Natixis Loomis Sayles Focused Growth ETF worth $3.42M as of Q2 2026.
  • Apollon Wealth Management sold 364 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $15.8K.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Apollon Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Apollon Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $3.71M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.