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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
Q2 		– Sell
-631,181
Closed -$34.6M – 1288
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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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

Independent Advisor Alliance's GQI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Natixis Gateway Quality Income ETF (GQI) in Q2 2026, closing a stake of 631,181 shares — an estimated $34.6M sold.

Independent Advisor Alliance first reported a position in GQI in Q4 2024 and held it in 2 quarters. The position peaked at $34.6M in Q1 2026. 44 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Natixis Gateway Quality Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 631,181 Natixis Gateway Quality Income ETF shares in Q2 2026, an estimated $34.6M.
  • Independent Advisor Alliance first reported a position in Natixis Gateway Quality Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Natixis Gateway Quality Income ETF position peaked at $34.6M in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.