BCWM
GQI icon

Bartlett & Co Wealth Management’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-61
Closed -$3.49K – 1346
2026
Q1 		$3.49K Buy
+61
New +$3.48K ﹤0.01% 1058

Other funds holding GQI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bartlett & Co Wealth Management's GQI Position: Q2 2026 in Review

Bartlett & Co Wealth Management sold out of Natixis Gateway Quality Income ETF (GQI) in Q2 2026, closing a stake of 61 shares — an estimated $3.49K sold.

Bartlett & Co Wealth Management first reported a position in GQI in Q1 2026 and held it in 1 quarter. The position peaked at $3.49K in Q1 2026. 45 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

  • Bartlett & Co Wealth Management reported no remaining Natixis Gateway Quality Income ETF position as of Q2 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 61 Natixis Gateway Quality Income ETF shares in Q2 2026, an estimated $3.49K.
  • Bartlett & Co Wealth Management first reported a position in Natixis Gateway Quality Income ETF in Q1 2026 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Natixis Gateway Quality Income ETF position peaked at $3.49K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.