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 Q2	$235K	Sell	5,580 -79	-1%	-$3.44K	0.11%	67
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 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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Legacy Capital Wealth Management's LSGR Position: Q2 2026 in Review

Legacy Capital Wealth Management reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 1.4% in Q2 2026, selling an estimated $3.44K and leaving 5,580 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #67.

Legacy Capital Wealth Management first reported a position in LSGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q4 2025. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Legacy Capital Wealth Management held 5,580 shares of Natixis Loomis Sayles Focused Growth ETF worth $235K as of Q2 2026.
Legacy Capital Wealth Management sold 79 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $3.44K.
Natixis Loomis Sayles Focused Growth ETF made up 0.11% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #67 holding.
Legacy Capital Wealth Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2025 and has held it in 3 quarters since.
Legacy Capital Wealth Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $293K in Q4 2025.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

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