Wealth Enhancement Advisory Services
GQI icon

Wealth Enhancement Advisory Services’s Natixis Gateway Quality Income ETF GQI Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.05M Sell
151,640
-4,679
-3% -$271K 0.02% 715
2026
Q1 		$8.58M Buy
156,319
+11,438
+8% +$652K 0.02% 657
2025
Q4 		$8.34M Buy
144,881
+165
+0.1% +$9.31K 0.01% 773
2025
Q3 		$8.04M Buy
144,716
+2,758
+2% +$150K 0.01% 741
2025
Q2 		$7.61M Sell
141,958
-1,240
-0.9% -$63.6K 0.01% 723
2025
Q1 		$7.35M Buy
143,198
+7,063
+5% +$383K 0.01% 694
2024
Q4 		$7.4M Buy
+136,135
New +$7.45M 0.01% 659

Other funds holding GQI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's GQI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Natixis Gateway Quality Income ETF (GQI) stake by 3% in Q2 2026, selling an estimated $271K and leaving 151,640 shares worth $9.05M. The position accounts for 0.02% of the portfolio, ranked #715.

Wealth Enhancement Advisory Services first reported a position in GQI in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold GQI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 151,640 shares of Natixis Gateway Quality Income ETF worth $9.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,679 Natixis Gateway Quality Income ETF shares in Q2 2026, an estimated $271K.
  • Natixis Gateway Quality Income ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #715 holding.
  • Wealth Enhancement Advisory Services first reported a position in Natixis Gateway Quality Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held Natixis Gateway Quality Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.