Global Retirement Partners’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Global Retirement Partners’s Portfolio LSST Stock Details LSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,424	Closed	-$344K	–	3667
2024 Q2	$344K	Buy	14,424 +14,192	+6,117%	+$339K	0.01%	704
2024 Q1	$5.54K	Buy	+232	New	+$5.55K	﹤0.01%	2351

Other funds holding LSST

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

Global Retirement Partners's LSST Position: Q3 2024 in Review

Global Retirement Partners sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q3 2024, closing a stake of 14,424 shares — an estimated $344K sold.

Global Retirement Partners first reported a position in LSST in Q1 2024 and held it in 2 quarters. The position peaked at $344K in Q2 2024. 5 funds tracked by Wall St. Rank hold LSST as of Q3 2024.

Global Retirement Partners reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
Global Retirement Partners sold 14,424 Natixis Loomis Sayles Short Duration Income ETF shares in Q3 2024, an estimated $344K.
Global Retirement Partners first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q1 2024 and held it in 2 quarters.
Global Retirement Partners's Natixis Loomis Sayles Short Duration Income ETF position peaked at $344K in Q2 2024.
5 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.