Prime Capital Investment Advisors’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Prime Capital Investment Advisors’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 Q1	–	Sell	-11,105	Closed	-$266K	–	1059
2023 Q4	$266K	Buy	11,105 +129	+1%	+$3.06K	﹤0.01%	775
2023 Q3	$258K	Buy	10,976 +111	+1%	+$2.62K	0.01%	625
2023 Q2	$256K	Buy	10,865 +95	+0.9%	+$2.25K	0.01%	652
2023 Q1	$256K	Buy	10,770 +85	+0.8%	+$2.02K	0.01%	458
2022 Q4	$252K	Buy	10,685 +81	+0.8%	+$1.9K	0.01%	451
2022 Q3	$248K	Buy	10,604 +60	+0.6%	+$1.43K	0.01%	342
2022 Q2	$251K	Buy	10,544 +60	+0.6%	+$1.44K	0.02%	322
2022 Q1	$261K	Hold	10,484	–	–	0.01%	311
2021 Q4	$261K	Buy	10,484 +68	+0.7%	+$1.71K	0.01%	311
2021 Q3	$262K	Buy	10,416 +18	+0.2%	+$455	0.02%	265
2021 Q2	$262K	Buy	+10,398	New	+$263K	0.02%	325

Other funds holding LSST

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Prime Capital Investment Advisors's LSST Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q1 2024, closing a stake of 11,105 shares — an estimated $266K sold.

Prime Capital Investment Advisors first reported a position in LSST in Q2 2021 and held it in 11 quarters. The position peaked at $266K in Q4 2023. 16 funds tracked by Wall St. Rank hold LSST as of Q1 2024.

Prime Capital Investment Advisors reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 11,105 Natixis Loomis Sayles Short Duration Income ETF shares in Q1 2024, an estimated $266K.
Prime Capital Investment Advisors first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q2 2021 and held it in 11 quarters.
Prime Capital Investment Advisors's Natixis Loomis Sayles Short Duration Income ETF position peaked at $266K in Q4 2023.
16 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.