Steward Partners Investment Advisory’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Steward Partners Investment Advisory’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	$4.5M	Buy	75,980 +1,656	+2%	+$95.9K	0.02%	601
2026 Q1	$4.08M	Sell	74,324 -6,777	-8%	-$386K	0.02%	581
2025 Q4	$4.63M	Buy	81,101 +704	+0.9%	+$39.7K	0.03%	492
2025 Q3	$4.51M	Buy	80,397 +5,552	+7%	+$303K	0.03%	493
2025 Q2	$4.02M	Buy	74,845 +9,352	+14%	+$480K	0.03%	487
2025 Q1	$3.36M	Buy	65,493 +28,318	+76%	+$1.53M	0.03%	508
2024 Q4	$2.02M	Buy	+37,175	New	+$2.03M	0.02%	633
2024 Q3	–	Sell	-952	Closed	-$51.2K	–	3786
2024 Q2	$51.2K	Hold	952	–	–	﹤0.01%	2093
2024 Q1	$51K	Buy	+952	New	+$49.7K	﹤0.01%	2104

Other funds holding GQI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Steward Partners Investment Advisory's GQI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Natixis Gateway Quality Income ETF (GQI) stake by 2.2% in Q2 2026, buying an estimated $95.9K and bringing the position to 75,980 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #601.

Steward Partners Investment Advisory first reported a position in GQI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.63M in Q4 2025. 44 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

Steward Partners Investment Advisory held 75,980 shares of Natixis Gateway Quality Income ETF worth $4.5M as of Q2 2026.
Steward Partners Investment Advisory bought 1,656 Natixis Gateway Quality Income ETF shares in Q2 2026, an estimated $95.9K.
Natixis Gateway Quality Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #601 holding.
Steward Partners Investment Advisory first reported a position in Natixis Gateway Quality Income ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Natixis Gateway Quality Income ETF position peaked at $4.63M in Q4 2025.
44 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.