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Lokken Investment Group’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Lokken Investment Group’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
2025
Q3 		$6.5M Buy
115,961
+1,702
+1% +$92.8K 2.23% 13
2025
Q2 		$6.13M Sell
114,259
-305
-0.3% -$15.7K 2.36% 12
2025
Q1 		$5.88M Buy
114,564
+9,515
+9% +$515K 2.48% 12
2024
Q4 		$5.71M Buy
105,049
+10,659
+11% +$583K 2.47% 11
2024
Q3 		$5.13M Buy
94,390
+3,710
+4% +$198K 2.14% 12
2024
Q2 		$4.88M Buy
90,680
+3,185
+4% +$167K 2.29% 12
2024
Q1 		$4.69M Buy
+87,495
New +$4.57M 2.34% 11

Other funds holding GQI

LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
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
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Lokken Investment Group's GQI Position: Q3 2025 in Review

Lokken Investment Group increased its Natixis Gateway Quality Income ETF (GQI) stake by 1.5% in Q3 2025, buying an estimated $92.8K and bringing the position to 115,961 shares worth $6.5M. The position accounts for 2.23% of the portfolio, ranked #13.

Lokken Investment Group first reported a position in GQI in Q1 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold GQI as of Q3 2025.

  • Lokken Investment Group held 115,961 shares of Natixis Gateway Quality Income ETF worth $6.5M as of Q3 2025.
  • Lokken Investment Group bought 1,702 Natixis Gateway Quality Income ETF shares in Q3 2025, an estimated $92.8K.
  • Natixis Gateway Quality Income ETF made up 2.23% of Lokken Investment Group's portfolio in Q3 2025, its #13 holding.
  • Lokken Investment Group first reported a position in Natixis Gateway Quality Income ETF in Q1 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.