Millstone Evans Group’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Millstone Evans Group’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	$12.8K	Hold	304	–	–	0.01%	558
2026 Q1	$12K	Hold	304	–	–	0.01%	552
2025 Q4	$13.6K	Buy	+304	New	+$13.5K	0.01%	517

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

Millstone Evans Group's LSGR Position: Q2 2026 in Review

Millstone Evans Group held its Natixis Loomis Sayles Focused Growth ETF (LSGR) position steady in Q2 2026 at 304 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #558.

Millstone Evans Group first reported a position in LSGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2025. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

Millstone Evans Group held 304 shares of Natixis Loomis Sayles Focused Growth ETF worth $12.8K as of Q2 2026.
Millstone Evans Group left its Natixis Loomis Sayles Focused Growth ETF share count unchanged in Q2 2026.
Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #558 holding.
Millstone Evans Group first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2025 and has held it in 3 quarters since.
Millstone Evans Group's Natixis Loomis Sayles Focused Growth ETF position peaked at $13.6K in Q4 2025.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.