Apollon Wealth Management
LSGR icon

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
Q3 		$3.68M Buy
81,762
+637
+0.8% +$28.1K 0.04% 334
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

Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Third View Private Wealth
Third View Private Wealth Westport, Connecticut $849M AUM 13.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apollon Wealth Management's LSGR Position: Q3 2026 in Review

Apollon Wealth Management increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 0.79% in Q3 2026, buying an estimated $28.1K and bringing the position to 81,762 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #334.

Apollon Wealth Management first reported a position in LSGR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.71M in Q4 2025. 15 funds tracked by Wall St. Rank hold LSGR as of Q3 2026.

  • Apollon Wealth Management held 81,762 shares of Natixis Loomis Sayles Focused Growth ETF worth $3.68M as of Q3 2026.
  • Apollon Wealth Management bought 637 Natixis Loomis Sayles Focused Growth ETF shares in Q3 2026, an estimated $28.1K.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.04% of Apollon Wealth Management's portfolio in Q3 2026, its #334 holding.
  • Apollon Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Apollon Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $3.71M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.