AWM
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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
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

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Avaii Wealth Management's LSGR Position: Q1 2026 in Review

Avaii Wealth Management increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 4.5% in Q1 2026, buying an estimated $11.1K and bringing the position to 6,075 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #143.

Avaii Wealth Management first reported a position in LSGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Avaii Wealth Management held 6,075 shares of Natixis Loomis Sayles Focused Growth ETF worth $239K as of Q1 2026.
  • Avaii Wealth Management bought 263 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $11.1K.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.08% of Avaii Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Avaii Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Avaii Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $260K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.