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Principal Securities’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Principal Securities’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 		– Sell
-5,222
Closed -$203K – 3808
2025
Q1 		$203K Hold
5,222
– – ﹤0.01% 1136
2024
Q4 		$203K Buy
+5,222
New +$198K ﹤0.01% 1134

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
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 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

Principal Securities's LSGR Position: Q2 2025 in Review

Principal Securities sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2025, closing a stake of 5,222 shares — an estimated $203K sold.

Principal Securities first reported a position in LSGR in Q4 2024 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 17 funds tracked by Wall St. Rank hold LSGR as of Q2 2025.

  • Principal Securities reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 5,222 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2025, an estimated $203K.
  • Principal Securities first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2024 and held it in 2 quarters.
  • Principal Securities's Natixis Loomis Sayles Focused Growth ETF position peaked at $203K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.