Avaii Wealth Management
LSGR icon

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

Avaii 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 		$270K Hold
5,958
– – 0.08% 145
2026
Q2 		$251K Sell
5,958
-117
-2% -$5.09K 0.07% 155
2026
Q1 		$239K Buy
6,075
+263
+5% +$11.1K 0.08% 143
2025
Q4 		$260K Buy
5,812
+373
+7% +$16.6K 0.09% 125
2025
Q3 		$242K Buy
5,439
+208
+4% +$8.94K 0.09% 130
2025
Q2 		$219K Buy
+5,231
New +$195K 0.1% 125

Other funds holding LSGR

Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

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

Avaii Wealth Management held its Natixis Loomis Sayles Focused Growth ETF (LSGR) position steady in Q3 2026 at 5,958 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #145.

Avaii Wealth Management first reported a position in LSGR in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold LSGR as of Q3 2026.

  • Avaii Wealth Management held 5,958 shares of Natixis Loomis Sayles Focused Growth ETF worth $270K as of Q3 2026.
  • Avaii Wealth Management left its Natixis Loomis Sayles Focused Growth ETF share count unchanged in Q3 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.08% of Avaii Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Avaii Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.