Wealth Enhancement Advisory Services’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LSST Stock Details LSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,004	Closed	-$263K	–	2720
2024 Q1	$263K	Sell	11,004 -8,987	-45%	-$215K	﹤0.01%	2001
2023 Q4	$479K	Sell	19,991 -7,764	-28%	-$184K	﹤0.01%	1534
2023 Q3	$653K	Buy	+27,755	New	+$654K	﹤0.01%	1284

Other funds holding LSST

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MCM

Mattern Capital Management Lakewood, Colorado $835M AUM 3.68% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's LSST Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Natixis Loomis Sayles Short Duration Income ETF (LSST) in Q2 2024, closing a stake of 11,004 shares — an estimated $263K sold.

Wealth Enhancement Advisory Services first reported a position in LSST in Q3 2023 and held it in 3 quarters. The position peaked at $653K in Q3 2023. 15 funds tracked by Wall St. Rank hold LSST as of Q2 2024.

Wealth Enhancement Advisory Services reported no remaining Natixis Loomis Sayles Short Duration Income ETF position as of Q2 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,004 Natixis Loomis Sayles Short Duration Income ETF shares in Q2 2024, an estimated $263K.
Wealth Enhancement Advisory Services first reported a position in Natixis Loomis Sayles Short Duration Income ETF in Q3 2023 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Natixis Loomis Sayles Short Duration Income ETF position peaked at $653K in Q3 2023.
15 funds tracked by Wall St. Rank held Natixis Loomis Sayles Short Duration Income ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.