Activest Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Activest Wealth Management’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	$9.24K	Buy	187 +1	+0.5%	+$54	﹤0.01%	600
2026 Q1	$10.3K	Buy	186 +1	+0.5%	+$52	﹤0.01%	675
2025 Q4	$8.5K	Buy	185 +1	+0.5%	+$44	﹤0.01%	688
2025 Q3	$8.06K	Buy	184 +1	+0.5%	+$42	﹤0.01%	556
2025 Q2	$7.33K	Buy	183 +2	+1%	+$77	﹤0.01%	491
2025 Q1	$7.03K	Buy	181 +1	+0.6%	+$38	﹤0.01%	461
2024 Q4	$6.54K	Buy	180 +2	+1%	+$79	﹤0.01%	352
2024 Q3	$7.35K	Buy	178 +1	+0.6%	+$40	﹤0.01%	343
2024 Q2	$7.1K	Buy	+177	New	+$7.37K	﹤0.01%	320
2023 Q1	–	Sell	-872	Closed	-$37.9K	–	412
2022 Q4	$37.9K	Buy	872 +5	+0.6%	+$212	0.01%	201
2022 Q3	$33K	Buy	867 +114	+15%	+$4.58K	0.01%	204
2022 Q2	$30K	Buy	+753	New	+$34K	0.02%	127

Other funds holding GUNR

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

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 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

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Activest Wealth Management's GUNR Position: Q2 2026 in Review

Activest Wealth Management increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 0.54% in Q2 2026, buying an estimated $54 and bringing the position to 187 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Activest Wealth Management first reported a position in GUNR in Q2 2022 and has held it in 12 quarters since. The position peaked at $37.9K in Q4 2022. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Activest Wealth Management held 187 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $9.24K as of Q2 2026.
Activest Wealth Management bought 1 Northern Trust Morningstar Global Upstream Natural Resources ETF share in Q2 2026, an estimated $54.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #600 holding.
Activest Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2022 and has held it in 12 quarters since.
Activest Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $37.9K in Q4 2022.
317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.