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Independent Advisor Alliance’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Independent Advisor Alliance’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 		$34.6M Buy
+631,181
New +$36M 0.37% 57
2025
Q1 		– Sell
-38,172
Closed -$2.08M – 1031
2024
Q4 		$2.08M Buy
+38,172
New +$2.09M 0.03% 499

Other funds holding GQI

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's GQI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Natixis Gateway Quality Income ETF (GQI) in Q1 2026: 631,181 shares worth $34.6M. The stake represents 0.37% of the portfolio and ranks #57 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in GQI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in GQI in Q4 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold GQI as of Q1 2026.

  • Independent Advisor Alliance held 631,181 shares of Natixis Gateway Quality Income ETF worth $34.6M as of Q1 2026.
  • Natixis Gateway Quality Income ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Natixis Gateway Quality Income ETF made up 0.37% of Independent Advisor Alliance's portfolio in Q1 2026, its #57 holding.
  • Independent Advisor Alliance first reported a position in Natixis Gateway Quality Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.