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

Global Retirement 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
2025 Q4	$750K	Sell	16,750 -664	-4%	-$29.5K	0.01%	758
2025 Q3	$773K	Buy	17,414 +1,350	+8%	+$58K	0.02%	622
2025 Q2	$672K	Buy	+16,064	New	+$599K	0.02%	622
2024 Q4	$417K	Sell	10,737 -1,806	-14%	-$68.4K	0.01%	690
2024 Q3	$444K	Buy	12,543 +43	+0.3%	+$1.46K	0.01%	663
2024 Q2	$425K	Buy	12,500 +12,351	+8,289%	+$393K	0.01%	651
2024 Q1	$4.78K	Buy	+149	New	+$4.52K	﹤0.01%	2416

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

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's LSGR Position: Q4 2025 in Review

Global Retirement Partners reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 3.8% in Q4 2025, selling an estimated $29.5K and leaving 16,750 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #758.

Global Retirement Partners first reported a position in LSGR in Q1 2024 and has held it in 7 quarters since. The position peaked at $773K in Q3 2025. 42 funds tracked by Wall St. Rank hold LSGR as of Q4 2025.

Global Retirement Partners held 16,750 shares of Natixis Loomis Sayles Focused Growth ETF worth $750K as of Q4 2025.
Global Retirement Partners sold 664 Natixis Loomis Sayles Focused Growth ETF shares in Q4 2025, an estimated $29.5K.
Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #758 holding.
Global Retirement Partners first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2024 and has held it in 7 quarters since.
Global Retirement Partners's Natixis Loomis Sayles Focused Growth ETF position peaked at $773K in Q3 2025.
42 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.