LCWM
LSGR icon

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

Legacy Capital 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
Q1 		$223K Sell
5,659
-876
-13% -$37.1K 0.13% 62
2025
Q4 		$293K Buy
+6,535
New +$291K 0.18% 56

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Legacy Capital Wealth Management's LSGR Position: Q1 2026 in Review

Legacy Capital Wealth Management reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 13% in Q1 2026, selling an estimated $37.1K and leaving 5,659 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #62.

Legacy Capital Wealth Management first reported a position in LSGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $293K in Q4 2025. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Legacy Capital Wealth Management held 5,659 shares of Natixis Loomis Sayles Focused Growth ETF worth $223K as of Q1 2026.
  • Legacy Capital Wealth Management sold 876 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $37.1K.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.13% of Legacy Capital Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Legacy Capital Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Legacy Capital Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $293K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.