Gateway Wealth Partners’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Gateway Wealth Partners’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,218	Closed	-$318K	–	913
2026 Q1	$318K	Buy	+4,218	New	+$318K	0.01%	740
2025 Q2	–	Sell	-7,485	Closed	-$566K	–	374
2025 Q1	$566K	Sell	7,485 -75	-1%	-$5.65K	0.13%	163
2024 Q4	$568K	Sell	7,560 -136	-2%	-$10.2K	0.15%	150
2024 Q3	$582K	Hold	7,696	–	–	0.16%	136
2024 Q2	$581K	Sell	7,696 -6,427	-46%	-$484K	0.18%	137
2024 Q1	$1.07M	Sell	14,123 -84	-0.6%	-$6.32K	0.38%	70
2023 Q4	$1.07M	Buy	14,207 +9	+0.1%	+$675	0.43%	60
2023 Q3	$1.07M	Sell	14,198 -104	-0.7%	-$7.79K	0.19%	80
2023 Q2	$1.07M	Buy	14,302 +2,444	+21%	+$183K	0.19%	78
2023 Q1	$887K	Buy	+11,858	New	+$886K	0.14%	81

Other funds holding RAVI

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Gateway Wealth Partners's RAVI Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q2 2026, closing a stake of 4,218 shares — an estimated $318K sold.

Gateway Wealth Partners first reported a position in RAVI in Q1 2023 and held it in 10 quarters. The position peaked at $1.07M in Q2 2023. 75 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

Gateway Wealth Partners reported no remaining Northern Trust Ultra-Short Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 4,218 Northern Trust Ultra-Short Fixed Income ETF shares in Q2 2026, an estimated $318K.
Gateway Wealth Partners first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q1 2023 and held it in 10 quarters.
Gateway Wealth Partners's Northern Trust Ultra-Short Fixed Income ETF position peaked at $1.07M in Q2 2023.
75 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.