Beam Wealth Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Beam Wealth 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	$877K	Sell	17,788 -1,526	-8%	-$82.1K	0.19%	78
2026 Q1	$1.07M	Sell	19,314 -47	-0.2%	-$2.45K	0.27%	67
2025 Q4	$888K	Sell	19,361 -2,071	-10%	-$91.9K	0.24%	75
2025 Q3	$938K	Buy	21,432 +356	+2%	+$14.9K	0.26%	76
2025 Q2	$845K	Buy	21,076 +113	+0.5%	+$4.36K	0.25%	79
2025 Q1	$814K	Hold	20,963	–	–	0.27%	73
2024 Q4	$762K	Buy	20,963 +1,690	+9%	+$66.7K	0.24%	77
2024 Q3	$795K	Sell	19,273 -1,056	-5%	-$42.4K	0.24%	75
2024 Q2	$816K	Buy	+20,329	New	+$846K	0.27%	66

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

Beam Wealth Advisors's GUNR Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 7.9% in Q2 2026, selling an estimated $82.1K and leaving 17,788 shares worth $877K. The position accounts for 0.19% of the portfolio, ranked #78.

Beam Wealth Advisors first reported a position in GUNR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

Beam Wealth Advisors held 17,788 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $877K as of Q2 2026.
Beam Wealth Advisors sold 1,526 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $82.1K.
Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.19% of Beam Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Beam Wealth Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $1.07M 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 Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.