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AGH Wealth Advisors’s Natixis Gateway Quality Income ETF GQI Stock Holding History

AGH Wealth Advisors’s Portfolio GQI Stock Details GQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Hold
4,349
– – 0.16% 111
2026
Q1 		$239K Buy
4,349
+540
+14% +$30.8K 0.18% 109
2025
Q4 		$217K Sell
3,809
-4,656
-55% -$263K 0.16% 109
2025
Q3 		$474K Buy
+8,465
New +$461K 0.35% 59

Other funds holding GQI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

AGH Wealth Advisors's GQI Position: Q2 2026 in Review

AGH Wealth Advisors held its Natixis Gateway Quality Income ETF (GQI) position steady in Q2 2026 at 4,349 shares worth $257K. The position accounts for 0.16% of the portfolio, ranked #111.

AGH Wealth Advisors first reported a position in GQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $474K in Q3 2025. 11 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

  • AGH Wealth Advisors held 4,349 shares of Natixis Gateway Quality Income ETF worth $257K as of Q2 2026.
  • AGH Wealth Advisors left its Natixis Gateway Quality Income ETF share count unchanged in Q2 2026.
  • Natixis Gateway Quality Income ETF made up 0.16% of AGH Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • AGH Wealth Advisors first reported a position in Natixis Gateway Quality Income ETF in Q3 2025 and has held it in 4 quarters since.
  • AGH Wealth Advisors's Natixis Gateway Quality Income ETF position peaked at $474K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.