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U.S. Capital Wealth Advisors’s Natixis Loomis Sayles Focused Growth ETF LSGR Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-82,204
Closed -$3.68M – 1052
2025
Q4 		$3.68M Sell
82,204
-3,322
-4% -$148K 0.1% 228
2025
Q3 		$3.8M Buy
+85,526
New +$3.67M 0.1% 213

Other funds holding LSGR

Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's LSGR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Natixis Loomis Sayles Focused Growth ETF (LSGR) in Q1 2026, closing a stake of 82,204 shares — an estimated $3.68M sold.

U.S. Capital Wealth Advisors first reported a position in LSGR in Q3 2025 and held it in 2 quarters. The position peaked at $3.8M in Q3 2025. 53 funds tracked by Wall St. Rank hold LSGR as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Natixis Loomis Sayles Focused Growth ETF position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 82,204 Natixis Loomis Sayles Focused Growth ETF shares in Q1 2026, an estimated $3.68M.
  • U.S. Capital Wealth Advisors first reported a position in Natixis Loomis Sayles Focused Growth ETF in Q3 2025 and held it in 2 quarters.
  • U.S. Capital Wealth Advisors's Natixis Loomis Sayles Focused Growth ETF position peaked at $3.8M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Natixis Loomis Sayles Focused Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.