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Action Point Financial Planning’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Action Point Financial Planning’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
+28,349
New +$1.53M 0.14% 140

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Action Point Financial Planning's GUNR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q2 2026: 28,349 shares worth $1.4M. The stake represents 0.14% of the portfolio and ranks #140 among its holdings.

317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Action Point Financial Planning held 28,349 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $1.4M as of Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Action Point Financial Planning position in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.14% of Action Point Financial Planning's portfolio in Q2 2026, its #140 holding.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.