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 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

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 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 $79.5B AUM 27.1% 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

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

Steward Partners Investment Advisory's GQI Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Natixis Gateway Quality Income ETF (GQI) stake by 8.4% in Q1 2026, selling an estimated $386K and leaving 74,324 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #581.

Steward Partners Investment Advisory first reported a position in GQI in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.63M in Q4 2025. 42 funds tracked by Wall St. Rank hold GQI as of Q1 2026.

Steward Partners Investment Advisory held 74,324 shares of Natixis Gateway Quality Income ETF worth $4.08M as of Q1 2026.
Steward Partners Investment Advisory sold 6,777 Natixis Gateway Quality Income ETF shares in Q1 2026, an estimated $386K.
Natixis Gateway Quality Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #581 holding.
Steward Partners Investment Advisory first reported a position in Natixis Gateway Quality Income ETF in Q1 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's Natixis Gateway Quality Income ETF position peaked at $4.63M in Q4 2025.
42 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.