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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
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
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

Millstone Evans Group's LSGR Position: Q1 2026 in Review

Millstone Evans Group held its Natixis Loomis Sayles Focused Growth ETF (LSGR) position steady in Q1 2026 at 304 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #552.

Millstone Evans Group first reported a position in LSGR in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.6K in Q4 2025. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Millstone Evans Group held 304 shares of Natixis Loomis Sayles Focused Growth ETF worth $12K as of Q1 2026.
  • Millstone Evans Group left its Natixis Loomis Sayles Focused Growth ETF share count unchanged in Q1 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.01% of Millstone Evans Group's portfolio in Q1 2026, its #552 holding.
  • Millstone Evans Group first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Millstone Evans Group's Natixis Loomis Sayles Focused Growth ETF position peaked at $13.6K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.