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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

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TVPW
Third View Private Wealth Westport, Connecticut $814M AUM
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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.

15 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.
  • 15 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.