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 Q3	$401K	Sell	8,926 -7,169	-45%	-$317K	0.01%	1205
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 Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Global Retirement Partners's LSGR Position: Q3 2026 in Review

Global Retirement Partners reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 45% in Q3 2026, selling an estimated $317K and leaving 8,926 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1205.

Global Retirement Partners first reported a position in LSGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $773K in Q3 2025. 48 funds tracked by Wall St. Rank hold LSGR as of Q3 2026.

Global Retirement Partners held 8,926 shares of Natixis Loomis Sayles Focused Growth ETF worth $401K as of Q3 2026.
Global Retirement Partners sold 7,169 Natixis Loomis Sayles Focused Growth ETF shares in Q3 2026, an estimated $317K.
Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1205 holding.
Global Retirement Partners first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2024 and has held it in 9 quarters since.
Global Retirement Partners's Natixis Loomis Sayles Focused Growth ETF position peaked at $773K in Q3 2025.
48 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.