Cerity Partners’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Cerity Partners’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	$61.6M	Buy	1,460,978 +315,304	+28%	+$13.7M	0.07%	216
2026 Q1	$45.1M	Buy	1,145,674 +286,577	+33%	+$12.1M	0.06%	262
2025 Q4	$38.5M	Buy	859,097 +324,965	+61%	+$14.4M	0.06%	278
2025 Q3	$23.7M	Buy	+534,132	New	+$22.9M	0.04%	348

Other funds holding LSGR

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners's LSGR Position: Q2 2026 in Review

Cerity Partners increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 28% in Q2 2026, buying an estimated $13.7M and bringing the position to 1,460,978 shares worth $61.6M. The position accounts for 0.07% of the portfolio, ranked #216.

Cerity Partners first reported a position in LSGR in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Cerity Partners held 1,460,978 shares of Natixis Loomis Sayles Focused Growth ETF worth $61.6M as of Q2 2026.
Cerity Partners bought 315,304 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $13.7M.
Natixis Loomis Sayles Focused Growth ETF made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #216 holding.
Cerity Partners first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q3 2025 and has held it in 4 quarters since.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.