Level Four Advisory Services’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Level Four Advisory Services’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	$308K	Sell	7,299 -906	-11%	-$39.4K	0.01%	762
2026 Q1	$323K	Buy	+8,205	New	+$348K	0.01%	692

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

Level Four Advisory Services's LSGR Position: Q2 2026 in Review

Level Four Advisory Services reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 11% in Q2 2026, selling an estimated $39.4K and leaving 7,299 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #762.

Level Four Advisory Services first reported a position in LSGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Level Four Advisory Services held 7,299 shares of Natixis Loomis Sayles Focused Growth ETF worth $308K as of Q2 2026.
Level Four Advisory Services sold 906 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $39.4K.
Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #762 holding.
Level Four Advisory Services first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2026 and has held it in 2 quarters since.
Level Four Advisory Services's Natixis Loomis Sayles Focused Growth ETF position peaked at $323K in Q1 2026.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.