AVAII WEALTH MANAGEMENT, LLC
Position in LSGR — Natixis Loomis Sayles Focused Growth ETF
CIK 1904431
APPLETON, WI
Position in LSGR
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$239,294
-$20,851 QoQ
Shares Held
6,075
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LSGR Over Time
Shares Held
Position Value (USD)
All Filings in LSGR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,294 | 6,075 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $260,145 | 5,812 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $241,556 | 5,439 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $218,833 | 5,231 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||