LPL Financial
LSST

LPL Financial’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

LPL Financial’s Portfolio LSST Stock Details LSST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36,785
Closed -$878K – 5308
2024
Q2 		$878K Buy
36,785
+930
+3% +$22.2K ﹤0.01% 3374
2024
Q1 		$857K Sell
35,855
-4,795
-12% -$115K ﹤0.01% 3323
2023
Q4 		$973K Buy
40,650
+9,632
+31% +$228K ﹤0.01% 3076
2023
Q3 		$729K Buy
31,018
+18,705
+152% +$441K ﹤0.01% 3181
2023
Q2 		$290K Buy
12,313
+2,840
+30% +$67.4K ﹤0.01% 3880
2023
Q1 		$225K Sell
9,473
-493
-5% -$11.7K ﹤0.01% 3954
2022
Q4 		$235K Sell
9,966
-10,691
-52% -$251K ﹤0.01% 3858
2022
Q3 		$484K Buy
+20,657
New +$492K ﹤0.01% 3193
2022
Q2 		– Sell
-9,768
Closed -$237K – 4554
2022
Q1 		$237K Sell
9,768
-2,177
-18% -$53.5K ﹤0.01% 3741
2021
Q4 		$297K Sell
11,945
-24,720
-67% -$620K ﹤0.01% 3690
2021
Q3 		$924K Buy
36,665
+18,481
+102% +$467K ﹤0.01% 2676
2021
Q2 		$459K Buy
+18,184
New +$459K ﹤0.01% 3239

Other funds holding LSST

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

LPL Financial's LSST Position: Q3 2024 in Review

LPL Financial sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q3 2024, closing a stake of 36,785 shares — an estimated $878K sold.

LPL Financial first reported a position in LSST in Q2 2021 and held it in 12 quarters. The position peaked at $973K in Q4 2023. 5 funds tracked by Wall St. Rank hold LSST as of Q3 2024.

  • LPL Financial reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 36,785 Natixis Loomis Sayles Short Duration Income ETF shares in Q3 2024, an estimated $878K.
  • LPL Financial first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q2 2021 and held it in 12 quarters.
  • LPL Financial's Natixis Loomis Sayles Short Duration Income ETF position peaked at $973K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.