IHT Wealth Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

IHT Wealth 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	$11.8M	Buy	281,075 +6,524	+2%	+$284K	0.25%	79
2026 Q1	$10.8M	Buy	274,551 +6,949	+3%	+$294K	0.25%	87
2025 Q4	$12M	Sell	267,602 -11,912	-4%	-$530K	0.29%	71
2025 Q3	$12.4M	Buy	279,514 +138,013	+98%	+$5.93M	0.31%	68
2025 Q2	$5.92M	Buy	+141,501	New	+$5.28M	0.16%	125

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

IHT Wealth Management's LSGR Position: Q2 2026 in Review

IHT Wealth Management increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 2.4% in Q2 2026, buying an estimated $284K and bringing the position to 281,075 shares worth $11.8M. The position accounts for 0.25% of the portfolio, ranked #79.

IHT Wealth Management first reported a position in LSGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.4M in Q3 2025. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

IHT Wealth Management held 281,075 shares of Natixis Loomis Sayles Focused Growth ETF worth $11.8M as of Q2 2026.
IHT Wealth Management bought 6,524 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $284K.
Natixis Loomis Sayles Focused Growth ETF made up 0.25% of IHT Wealth Management's portfolio in Q2 2026, its #79 holding.
IHT Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q2 2025 and has held it in 5 quarters since.
IHT Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $12.4M in Q3 2025.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.