Global Retirement Partners’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Global Retirement Partners’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	$2.01M	Buy	+33,973	New	+$1.97M	0.03%	487
2025 Q4	$1.89M	Sell	33,102 -15,999	-33%	-$902K	0.03%	449
2025 Q3	$2.75M	Sell	49,101 -843	-2%	-$45.9K	0.06%	282
2025 Q2	$2.68M	Buy	+49,944	New	+$2.56M	0.07%	267
2024 Q4	$4M	Buy	73,483 +40,336	+122%	+$2.21M	0.11%	175
2024 Q3	$1.8M	Buy	33,147 +122	+0.4%	+$6.5K	0.05%	303
2024 Q2	$1.78M	Buy	33,025 +31,347	+1,868%	+$1.65M	0.06%	291
2024 Q1	$89.9K	Buy	+1,678	New	+$87.7K	﹤0.01%	1132

Other funds holding GQI

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Global Retirement Partners's GQI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Natixis Gateway Quality Income ETF (GQI) in Q2 2026: 33,973 shares worth $2.01M. The stake represents 0.03% of the portfolio and ranks #487 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GQI as recently as Q4 2025.

Global Retirement Partners first reported a position in GQI in Q1 2024 and has held it in 8 quarters since. The position peaked at $4M in Q4 2024. 44 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

Global Retirement Partners held 33,973 shares of Natixis Gateway Quality Income ETF worth $2.01M as of Q2 2026.
Natixis Gateway Quality Income ETF was a new Global Retirement Partners position in Q2 2026.
Natixis Gateway Quality Income ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #487 holding.
Global Retirement Partners first reported a position in Natixis Gateway Quality Income ETF in Q1 2024 and has held it in 8 quarters since.
Global Retirement Partners's Natixis Gateway Quality Income ETF position peaked at $4M in Q4 2024.
44 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.