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 Q2	$6.44M	Sell	152,854 -16,942	-10%	-$737K	4.45%	3
2026 Q1	$6.69M	Buy	+169,796	New	+$7.19M	5.15%	3

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

Cerity Partners New York $82.7B AUM 28.53% 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

Clifford Group's LSGR Position: Q2 2026 in Review

Clifford Group reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 10% in Q2 2026, selling an estimated $737K and leaving 152,854 shares worth $6.44M. The position accounts for 4.45% of the portfolio, ranked #3.

Clifford Group first reported a position in LSGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.69M in Q1 2026. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Clifford Group held 152,854 shares of Natixis Loomis Sayles Focused Growth ETF worth $6.44M as of Q2 2026.
Clifford Group sold 16,942 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $737K.
Natixis Loomis Sayles Focused Growth ETF made up 4.45% of Clifford Group's portfolio in Q2 2026, its #3 holding.
Clifford Group first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2026 and has held it in 2 quarters since.
Clifford Group's Natixis Loomis Sayles Focused Growth ETF position peaked at $6.69M in Q1 2026.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.