SEC 13F Intelligence

Legacy Financial Advisors, Inc. / GQI

Legacy Financial Advisors, Inc.’s Natixis Etf Tr Position

Does Legacy Financial Advisors, Inc. own Natixis Etf Tr (GQI)? Yes — 209.7K shares worth $12M (+1.61% of its 13F portfolio) as of Q1 2026, down from 230.2K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
209.7K
% of Portfolio
+1.61%
Quarters Held
9
currently held

Position History GQI

Reported value by quarter
Q1 ’24: $15MQ1 ’24Q2 ’24: $16MQ3 ’24: $17MQ3 ’24Q4 ’24: $18MQ1 ’25: $17MQ1 ’25Q2 ’25: $18MQ3 ’25: $20MQ3 ’25Q4 ’25: $13MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026209.7K$12M+1.61%
Q4 2025230.2K$13M+1.82%
Q3 2025361.4K$20M+2.79%
Q2 2025340.8K$18M+2.86%
Q1 2025329.5K$17M+2.83%
Q4 2024324.3K$18M+2.92%
Q3 2024312.1K$17M+2.85%
Q2 2024297.9K$16M+2.85%
Q1 2024281.2K$15M+2.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Financial Advisors, Inc.’s full portfolio or all institutional holders of GQI.