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Sugar Maple Asset Management’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Sugar Maple Asset Management’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
Q2 		– Sell
-7,979
Closed -$314K – 87
2026
Q1 		$314K Sell
7,979
-302
-4% -$12.8K 0.19% 69
2025
Q4 		$371K Buy
+8,281
New +$368K 0.25% 60

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Sugar Maple Asset Management's LSGR Position: Q2 2026 in Review

Sugar Maple Asset Management sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026, closing a stake of 7,979 shares — an estimated $314K sold.

Sugar Maple Asset Management first reported a position in LSGR in Q4 2025 and held it in 2 quarters. The position peaked at $371K in Q4 2025. 60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

  • Sugar Maple Asset Management reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sugar Maple Asset Management sold 7,979 Natixis Loomis Sayles Focused Growth ETF shares in Q2 2026, an estimated $314K.
  • Sugar Maple Asset Management first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q4 2025 and held it in 2 quarters.
  • Sugar Maple Asset Management's Natixis Loomis Sayles Focused Growth ETF position peaked at $371K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.