Envestnet Asset Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Envestnet Asset 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 Q2	$9.53M	Buy	226,245 +10,441	+5%	+$454K	﹤0.01%	1993
2026 Q1	$8.5M	Buy	215,804 +130,262	+152%	+$5.52M	﹤0.01%	1934
2025 Q4	$3.83M	Buy	85,542 +40,332	+89%	+$1.79M	﹤0.01%	2365
2025 Q3	$2.01M	Buy	+45,210	New	+$1.94M	﹤0.01%	2876

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

Envestnet Asset Management's LSGR Position: Q2 2026 in Review

Envestnet Asset Management increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 4.8% in Q2 2026, buying an estimated $454K and bringing the position to 226,245 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Envestnet Asset Management 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.

Envestnet Asset Management held 226,245 shares of Natixis Loomis Sayles Focused Growth ETF worth $9.53M as of Q2 2026.
Envestnet Asset Management bought 10,441 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $454K.
Natixis Loomis Sayles Focused Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1993 holding.
Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.