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Northwest Financial Advisors’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Northwest Financial Advisors’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 		$35.2M Buy
+834,612
New +$36.3M 4.68% 9

Other funds holding LSGR

GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Northwest Financial Advisors's LSGR Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026: 834,612 shares worth $35.2M. The stake represents 4.68% of the portfolio and ranks #9 among its holdings.

15 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • Northwest Financial Advisors held 834,612 shares of Natixis Loomis Sayles Focused Growth ETF worth $35.2M as of Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF was a new Northwest Financial Advisors position in Q2 2026.
  • Natixis Loomis Sayles Focused Growth ETF made up 4.68% of Northwest Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • 15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.