SEC 13F Intelligence

Lokken Investment Group LLC / GQI

Lokken Investment Group LLC’s Natixis Etf Tr Position

Does Lokken Investment Group LLC own Natixis Etf Tr (GQI)? Yes — 116.0K shares worth $6M (+2.23% of its 13F portfolio) as of Q3 2025, up from 114.3K shares the prior filed quarter.

Position Value
$6M
Q3 2025
Shares
116.0K
% of Portfolio
+2.23%
Quarters Held
7
currently held

Position History GQI

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025116.0K$6M+2.23%
Q2 2025114.3K$6M+2.36%
Q1 2025114.6K$6M+2.48%
Q4 2024105.0K$6M+2.47%
Q3 202494.4K$5M+2.14%
Q2 202490.7K$5M+2.29%
Q1 202487.5K$5M+2.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of GQI.