Gateway Wealth Partners’s FlexShares Ultra-Short Income Fund 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 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 $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gateway Wealth Partners's RAVI Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in FlexShares Ultra-Short Income Fund (RAVI) in Q1 2026: 4,218 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Gateway Wealth Partners previously reported a position in RAVI as recently as Q1 2025.

Gateway Wealth Partners first reported a position in RAVI in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2023. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

Gateway Wealth Partners held 4,218 shares of FlexShares Ultra-Short Income Fund worth $318K as of Q1 2026.
FlexShares Ultra-Short Income Fund was a new Gateway Wealth Partners position in Q1 2026.
FlexShares Ultra-Short Income Fund made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #740 holding.
Gateway Wealth Partners first reported a position in FlexShares Ultra-Short Income Fund in Q1 2023 and has held it in 10 quarters since.
Gateway Wealth Partners's FlexShares Ultra-Short Income Fund position peaked at $1.07M in Q2 2023.
76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.