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

Claro 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
Q1 		– Sell
-3,767
Closed -$215K – 520
2025
Q4 		$215K Buy
+3,767
New +$212K 0.03% 396

Other funds holding GQI

IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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 $4.62B AUM 33.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $157M AUM 18.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Claro Advisors's GQI Position: Q1 2026 in Review

Claro Advisors sold out of Natixis Gateway Quality Income ETF (GQI) in Q1 2026, closing a stake of 3,767 shares — an estimated $215K sold.

Claro Advisors first reported a position in GQI in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 42 funds tracked by Wall St. Rank hold GQI as of Q1 2026.

  • Claro Advisors reported no remaining Natixis Gateway Quality Income ETF position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 3,767 Natixis Gateway Quality Income ETF shares in Q1 2026, an estimated $215K.
  • Claro Advisors first reported a position in Natixis Gateway Quality Income ETF in Q4 2025 and held it in 1 quarter.
  • Claro Advisors's Natixis Gateway Quality Income ETF position peaked at $215K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.