Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$38.9K Buy
709
+660
+1,347% +$37.6K ﹤0.01% 3979
2025
Q4 		$3K Hold
49
– – ﹤0.01% 4975
2025
Q3 		$3K Buy
+49
New +$2.67K ﹤0.01% 4897

Other funds holding GQI

IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $179M AUM 24.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GQI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Natixis Gateway Quality Income ETF (GQI) stake by 1,347% in Q1 2026, buying an estimated $37.6K and bringing the position to 709 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Carson Wealth (CWM LLC) first reported a position in GQI in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold GQI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 709 shares of Natixis Gateway Quality Income ETF worth $38.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 660 Natixis Gateway Quality Income ETF shares in Q1 2026, an estimated $37.6K.
  • Natixis Gateway Quality Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3979 holding.
  • Carson Wealth (CWM LLC) first reported a position in Natixis Gateway Quality Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.