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

Northwest 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
2025
Q4 		– Sell
-5,531
Closed -$310K – 73
2025
Q3 		$310K Buy
+5,531
New +$301K 0.4% 69
2024
Q4 		– Sell
-2,157
Closed -$117K – 274
2024
Q3 		$117K Buy
+2,157
New +$115K 0.09% 142

Other funds holding GQI

HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Northwest Financial Advisors's GQI Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Natixis Gateway Quality Income ETF (GQI) in Q4 2025, closing a stake of 5,531 shares — an estimated $310K sold.

Northwest Financial Advisors first reported a position in GQI in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q3 2025. 43 funds tracked by Wall St. Rank hold GQI as of Q4 2025.

  • Northwest Financial Advisors reported no remaining Natixis Gateway Quality Income ETF position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 5,531 Natixis Gateway Quality Income ETF shares in Q4 2025, an estimated $310K.
  • Northwest Financial Advisors first reported a position in Natixis Gateway Quality Income ETF in Q3 2024 and held it in 2 quarters.
  • Northwest Financial Advisors's Natixis Gateway Quality Income ETF position peaked at $310K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.