Legacy Financial Advisors’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Legacy Financial Advisors’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	$11.5M	Sell	209,699 -20,475	-9%	-$1.17M	1.61%	12
2025 Q4	$13.1M	Sell	230,174 -131,259	-36%	-$7.4M	1.82%	11
2025 Q3	$20.3M	Buy	361,433 +20,671	+6%	+$1.13M	2.79%	8
2025 Q2	$18.3M	Buy	340,762 +11,242	+3%	+$577K	2.86%	7
2025 Q1	$16.9M	Buy	329,520 +5,254	+2%	+$285K	2.83%	7
2024 Q4	$17.6M	Buy	324,266 +12,188	+4%	+$667K	2.92%	7
2024 Q3	$17M	Buy	312,078 +14,149	+5%	+$753K	2.85%	8
2024 Q2	$16M	Buy	297,929 +16,706	+6%	+$878K	2.85%	7
2024 Q1	$15.1M	Buy	+281,223	New	+$14.7M	2.7%	7

Other funds holding GQI

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Legacy Financial Advisors's GQI Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Natixis Gateway Quality Income ETF (GQI) stake by 8.9% in Q1 2026, selling an estimated $1.17M and leaving 209,699 shares worth $11.5M. The position accounts for 1.61% of the portfolio, ranked #12.

Legacy Financial Advisors first reported a position in GQI in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.3M in Q3 2025. 42 funds tracked by Wall St. Rank hold GQI as of Q1 2026.

Legacy Financial Advisors held 209,699 shares of Natixis Gateway Quality Income ETF worth $11.5M as of Q1 2026.
Legacy Financial Advisors sold 20,475 Natixis Gateway Quality Income ETF shares in Q1 2026, an estimated $1.17M.
Natixis Gateway Quality Income ETF made up 1.61% of Legacy Financial Advisors's portfolio in Q1 2026, its #12 holding.
Legacy Financial Advisors first reported a position in Natixis Gateway Quality Income ETF in Q1 2024 and has held it in 9 quarters since.
Legacy Financial Advisors's Natixis Gateway Quality Income ETF position peaked at $20.3M in Q3 2025.
42 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.