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

TrustWell 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 Q2	$333K	Buy	+7,914	New	+$344K	0.28%	61

Other funds holding LSGR

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TrustWell Financial Advisors's LSGR Position: Q2 2026 in Review

TrustWell Financial Advisors opened a new position in Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q2 2026: 7,914 shares worth $333K. The stake represents 0.28% of the portfolio and ranks #61 among its holdings.

60 funds tracked by Wall St. Rank hold LSGR as of Q2 2026.

TrustWell Financial Advisors held 7,914 shares of Natixis Loomis Sayles Focused Growth ETF worth $333K as of Q2 2026.
Natixis Loomis Sayles Focused Growth ETF was a new TrustWell Financial Advisors position in Q2 2026.
Natixis Loomis Sayles Focused Growth ETF made up 0.28% of TrustWell Financial Advisors's portfolio in Q2 2026, its #61 holding.
60 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.