Clifford Group’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Clifford Group’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	$6.69M	Buy	+169,796	New	+$7.19M	5.15%	3

Other funds holding LSGR

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clifford Group's LSGR Position: Q1 2026 in Review

Clifford Group opened a new position in Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q1 2026: 169,796 shares worth $6.69M. The stake represents 5.15% of the portfolio and ranks #3 among its holdings.

53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

Clifford Group held 169,796 shares of Natixis Loomis Sayles Focused Growth ETF worth $6.69M as of Q1 2026.
Natixis Loomis Sayles Focused Growth ETF was a new Clifford Group position in Q1 2026.
Natixis Loomis Sayles Focused Growth ETF made up 5.15% of Clifford Group's portfolio in Q1 2026, its #3 holding.
53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.