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

Resurgent 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
Q1 		$345K Buy
8,754
+3,729
+74% +$158K 0.12% 188
2025
Q4 		$225K Sell
5,025
-42
-0.8% -$1.87K 0.11% 197
2025
Q3 		$225K Buy
+5,067
New +$218K 0.11% 195

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

Resurgent Financial Advisors's LSGR Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 74% in Q1 2026, buying an estimated $158K and bringing the position to 8,754 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #188.

Resurgent Financial Advisors first reported a position in LSGR in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • Resurgent Financial Advisors held 8,754 shares of Natixis Loomis Sayles Focused Growth ETF worth $345K as of Q1 2026.
  • Resurgent Financial Advisors bought 3,729 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $158K.
  • Natixis Loomis Sayles Focused Growth ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q1 2026, its #188 holding.
  • Resurgent Financial Advisors first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.