Independence Asset Advisors’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Independence Asset Advisors’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	–	Sell	-26,250	Closed	-$1.03M	–	26
2026 Q1	$1.03M	Hold	26,250	–	–	0.37%	13
2025 Q4	$1.17M	Sell	26,250 -4,292	-14%	-$191K	0.65%	10
2025 Q3	$1.36M	Buy	30,542 +6,250	+26%	+$269K	0.58%	12
2025 Q2	$1.02M	Hold	24,292	–	–	0.63%	12
2025 Q1	$843K	Sell	24,292 -3,499	-13%	-$134K	2.73%	8
2024 Q4	$1.09M	Buy	+27,791	New	+$1.05M	5.03%	5

Other funds holding LSGR

GMFG

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Independence Asset Advisors's LSGR Position: Q2 2026 in Review

Independence Asset Advisors sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026, closing a stake of 26,250 shares — an estimated $1.03M sold.

Independence Asset Advisors first reported a position in LSGR in Q4 2024 and held it in 6 quarters. The position peaked at $1.36M in Q3 2025. 2 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Independence Asset Advisors reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q2 2026 after selling out during the quarter.
Independence Asset Advisors sold 26,250 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $1.03M.
Independence Asset Advisors first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2024 and held it in 6 quarters.
Independence Asset Advisors's Natixis Loomis Sayles Focused Growth ETF position peaked at $1.36M in Q3 2025.
2 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.