Spire Wealth Management’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Spire Wealth Management’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
2022 Q1	–	Sell	-43,289	Closed	-$1.08M	–	2944
2021 Q4	$1.08M	Buy	43,289 +42,761	+8,099%	+$1.07M	0.02%	449
2021 Q3	$13K	Sell	528 -172	-25%	-$4.34K	﹤0.01%	2020
2021 Q2	$18K	Sell	700 -105,201	-99%	-$2.66M	﹤0.01%	1926
2021 Q1	$2.67M	Buy	+105,901	New	+$2.71M	0.07%	232

Other funds holding LSST

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Spire Wealth Management's LSST Position: Q1 2022 in Review

Spire Wealth Management sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q1 2022, closing a stake of 43,289 shares — an estimated $1.08M sold.

Spire Wealth Management first reported a position in LSST in Q1 2021 and held it in 4 quarters. The position peaked at $2.67M in Q1 2021. 15 funds tracked by Wall St. Rank hold LSST as of Q1 2022.

Spire Wealth Management reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 43,289 Natixis Loomis Sayles Short Duration Income ETF shares in Q1 2022, an estimated $1.08M.
Spire Wealth Management first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Natixis Loomis Sayles Short Duration Income ETF position peaked at $2.67M in Q1 2021.
15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.