Third View Private Wealth’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

Third View Private Wealth’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 Q3	$474K	Sell	10,529 -952	-8%	-$42K	0.06%	182
2026 Q2	$484K	Buy	11,481 +420	+4%	+$18.3K	0.06%	186
2026 Q1	$436K	Buy	+11,061	New	+$469K	0.06%	184

Other funds holding LSGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Third View Private Wealth's LSGR Position: Q3 2026 in Review

Third View Private Wealth reduced its Natixis Loomis Sayles Focused Growth ETF (LSGR) stake by 8.3% in Q3 2026, selling an estimated $42K and leaving 10,529 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #182.

Third View Private Wealth first reported a position in LSGR in Q1 2026 and has held it in 3 quarters since. The position peaked at $484K in Q2 2026. 24 funds tracked by Wall St. Rank hold LSGR as of Q3 2026.

Third View Private Wealth held 10,529 shares of Natixis Loomis Sayles Focused Growth ETF worth $474K as of Q3 2026.
Third View Private Wealth sold 952 Natixis Loomis Sayles Focused Growth ETF shares in Q3 2026, an estimated $42K.
Natixis Loomis Sayles Focused Growth ETF made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #182 holding.
Third View Private Wealth first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q1 2026 and has held it in 3 quarters since.
Third View Private Wealth's Natixis Loomis Sayles Focused Growth ETF position peaked at $484K in Q2 2026.
24 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.