GRP
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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
2026
Q2 		$678K Buy
+16,095
New +$700K 0.01% 898
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Global Retirement Partners's LSGR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026: 16,095 shares worth $678K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LSGR as recently as Q4 2025.

Global Retirement Partners first reported a position in LSGR in Q1 2024 and has held it in 8 quarters since. The position peaked at $773K in Q3 2025. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • Global Retirement Partners held 16,095 shares of Natixis Loomis Sayles Focused Growth ETF worth $678K as of Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #898 holding.
  • Global Retirement Partners first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • Global Retirement Partners's Natixis Loomis Sayles Focused Growth ETF position peaked at $773K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.