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Barry Investment Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Barry Investment Advisors’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 		$30.8M Buy
626,000
+29,093
+5% +$1.57M 6.45% 5
2026
Q1 		$32.9M Buy
596,907
+21,115
+4% +$1.1M 7.26% 4
2025
Q4 		$26.4M Buy
575,792
+117,410
+26% +$5.21M 5.88% 6
2025
Q3 		$20.1M Buy
458,382
+62,531
+16% +$2.62M 4.62% 5
2025
Q2 		$15.9M Buy
395,851
+56,473
+17% +$2.18M 3.95% 8
2025
Q1 		$13.2M Buy
339,378
+23,202
+7% +$885K 3.5% 8
2024
Q4 		$11.5M Sell
316,176
-1,420
-0.4% -$56K 3.7% 7
2024
Q3 		$13.1M Buy
317,596
+229,638
+261% +$9.22M 4% 7
2024
Q2 		$3.53M Buy
87,958
+40,508
+85% +$1.69M 1.19% 27
2024
Q1 		$1.95M Buy
47,450
+9,358
+25% +$366K 0.65% 31
2023
Q4 		$1.56M Buy
38,092
+27,987
+277% +$1.11M 0.53% 35
2023
Q3 		$409K Buy
10,105
+3,442
+52% +$141K 0.15% 72
2023
Q2 		$267K Buy
+6,663
New +$275K 0.09% 100

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

Barry Investment Advisors's GUNR Position: Q2 2026 in Review

Barry Investment Advisors increased its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 4.9% in Q2 2026, buying an estimated $1.57M and bringing the position to 626,000 shares worth $30.8M. The position accounts for 6.45% of the portfolio, ranked #5.

Barry Investment Advisors first reported a position in GUNR in Q2 2023 and has held it in 13 quarters since. The position peaked at $32.9M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Barry Investment Advisors held 626,000 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $30.8M as of Q2 2026.
  • Barry Investment Advisors bought 29,093 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $1.57M.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 6.45% of Barry Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Barry Investment Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2023 and has held it in 13 quarters since.
  • Barry Investment Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $32.9M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.