Independence Asset Advisors, LLC
Position in LSGR — Natixis Loomis Sayles Focused Growth ETF
CIK 2010929
WYNNEWOOD,, PA
Position in LSGR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,033,987
-$140,963 QoQ
Shares Held
26,250
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
62.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,987 | 26,250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,174,950 | 26,250 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,356,431 | 30,542 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,016,231 | 24,292 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $843,199 | 24,292 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,079,402 | 27,791 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||