PWH
LSGR icon

Priebe Wealth Holdings’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$1.58M Buy
37,665
+12,640
+51% +$472K 1.36% 16
2025
Q1 		$869K Buy
+25,025
New +$956K 0.54% 30

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Priebe Wealth Holdings's LSGR Position: Q2 2025 in Review

Priebe Wealth Holdings increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 51% in Q2 2025, buying an estimated $472K and bringing the position to 37,665 shares worth $1.58M. The position accounts for 1.36% of the portfolio, ranked #16.

Priebe Wealth Holdings first reported a position in LSGR in Q1 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold LSGR as of Q2 2025.

  • Priebe Wealth Holdings held 37,665 shares of Natixis Loomis Sayles Focused Growth ETF worth $1.58M as of Q2 2025.
  • Priebe Wealth Holdings bought 12,640 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2025, an estimated $472K.
  • Natixis Loomis Sayles Focused Growth ETF made up 1.36% of Priebe Wealth Holdings's portfolio in Q2 2025, its #16 holding.
  • Priebe Wealth Holdings first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.