AWE
GUNR icon

Avidian Wealth Enterprises’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$575K Buy
+10,911
New +$585K 0.02% 447

Other funds holding GUNR

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's GUNR Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) in Q3 2026: 10,911 shares worth $575K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

15 funds tracked by Wall St. Rank hold GUNR as of Q3 2026.

  • Avidian Wealth Enterprises held 10,911 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $575K as of Q3 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #447 holding.
  • 15 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.